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 | $64,672 | $59,805+8.1% | $79,550-18.7% | $68,494-5.6% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.5%-33.8pp | 67.9%-32.2pp |
| Annual return | -14.08% | -12.30%-1.8pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $775 | $1,505-48.5% | $2,413-67.9% | $2,596-70.1% |
| Participant deferral / active EE | $1,769 | $3,024-41.5% | $3,985-55.6% | $4,027-56.1% |
| Admin fee / account holder | $948 | $4,835-80.4% | $6,832-86.1% | $5,403-82.5% |