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 | $55,191 | $50,958+8.3% | $74,550-26.0% | $64,186-14.0% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.1%-3.3pp | 69.6%-3.7pp |
| Annual return | -5.64% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $865 | $1,115-22.4% | $1,961-55.9% | $2,381-63.7% |
| Participant deferral / active EE | $2,935 | $2,301+27.5% | $3,108-5.6% | $3,470-15.4% |
| Admin fee / account holder | $1,606 | $4,223-62.0% | $5,060-68.3% | $4,888-67.2% |