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 | $56,921 | $42,894+32.7% | $60,874-6.5% | $68,494-16.9% |
| Participation rate | 66.1% | 66.8%-0.7pp | 73.1%-7.0pp | 67.9%-1.8pp |
| Annual return | -18.34% | -13.98%-4.4pp | 16.90%-35.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,153 | $1,978+8.8% | $2,701-20.3% | $2,596-17.1% |
| Participant deferral / active EE | $6,956 | $2,867+142.7% | $3,817+82.3% | $4,027+72.7% |
| Admin fee / account holder | $1,628 | $3,101-47.5% | $3,224-49.5% | $5,403-69.9% |