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 | $51,480 | $81,900-37.1% | $119,609-57.0% | $68,494-24.8% |
| Participation rate | 69.6% | 71.9%-2.3pp | 79.3%-9.7pp | 67.9%+1.7pp |
| Annual return | -8.63% | -23.82%+15.2pp | -14.97%+6.3pp | -7.84%-0.8pp |
| Employer contribution / active EE | $813 | $2,693-69.8% | $4,232-80.8% | $2,596-68.7% |
| Participant deferral / active EE | $3,695 | $4,148-10.9% | $5,602-34.0% | $4,027-8.2% |
| Admin fee / account holder | $444 | $6,582-93.3% | $10,323-95.7% | $5,403-91.8% |