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 | $60,885 | $50,958+19.5% | $74,550-18.3% | $64,186-5.1% |
| Participation rate | 21.2% | 61.1%-39.8pp | 69.1%-47.9pp | 69.6%-48.4pp |
| Annual return | -6.16% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $863 | $1,115-22.6% | $1,961-56.0% | $2,381-63.8% |
| Participant deferral / active EE | $1,212 | $2,301-47.3% | $3,108-61.0% | $3,470-65.1% |
| Admin fee / account holder | $1,793 | $4,223-57.5% | $5,060-64.6% | $4,888-63.3% |