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 | $44,549 | $59,805-25.5% | $79,550-44.0% | $68,494-35.0% |
| Participation rate | 63.3% | 61.1%+2.3pp | 69.5%-6.2pp | 67.9%-4.6pp |
| Annual return | -16.65% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,997 | $1,505+32.7% | $2,413-17.2% | $2,596-23.1% |
| Participant deferral / active EE | $3,158 | $3,024+4.4% | $3,985-20.8% | $4,027-21.6% |
| Admin fee / account holder | $1,745 | $4,835-63.9% | $6,832-74.5% | $5,403-67.7% |