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 | $69,900 | $81,900-14.7% | $119,609-41.6% | $68,494+2.1% |
| Participation rate | 65.7% | 71.9%-6.2pp | 79.3%-13.5pp | 67.9%-2.2pp |
| Annual return | -15.58% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,902 | $2,693-29.4% | $4,232-55.1% | $2,596-26.7% |
| Participant deferral / active EE | $3,561 | $4,148-14.1% | $5,602-36.4% | $4,027-11.6% |
| Admin fee / account holder | $2,018 | $6,582-69.3% | $10,323-80.4% | $5,403-62.6% |