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 | $46,637 | $45,863+1.7% | $77,024-39.5% | $68,494-31.9% |
| Participation rate | 26.7% | 55.9%-29.2pp | 67.9%-41.2pp | 67.9%-41.2pp |
| Annual return | -17.40% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $334 | $1,650-79.7% | $2,812-88.1% | $2,596-87.1% |
| Participant deferral / active EE | $1,582 | $2,962-46.6% | $4,426-64.3% | $4,027-60.7% |
| Admin fee / account holder | $555 | $3,041-81.7% | $5,425-89.8% | $5,403-89.7% |