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 | $45,414 | $59,805-24.1% | $79,550-42.9% | $68,494-33.7% |
| Participation rate | 69.9% | 61.1%+8.8pp | 69.5%+0.4pp | 67.9%+2.0pp |
| Annual return | -15.66% | -12.30%-3.4pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $513 | $1,505-65.9% | $2,413-78.8% | $2,596-80.3% |
| Participant deferral / active EE | $3,101 | $3,024+2.5% | $3,985-22.2% | $4,027-23.0% |
| Admin fee / account holder | $2,112 | $4,835-56.3% | $6,832-69.1% | $5,403-60.9% |