See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,953 | $59,805-53.3% | $79,550-64.9% | $68,494-59.2% |
| Participation rate | 67.7% | 61.1%+6.7pp | 69.5%-1.7pp | 67.9%-0.1pp |
| Annual return | -17.51% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,220 | $1,505+47.5% | $2,413-8.0% | $2,596-14.5% |
| Participant deferral / active EE | $2,469 | $3,024-18.4% | $3,985-38.0% | $4,027-38.7% |
| Admin fee / account holder | $3,404 | $4,835-29.6% | $6,832-50.2% | $5,403-37.0% |