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 | $50,184 | $53,162-5.6% | $91,220-45.0% | $68,494-26.7% |
| Participation rate | 57.0% | 63.2%-6.2pp | 73.2%-16.2pp | 67.9%-10.9pp |
| Annual return | -13.89% | -3.14%-10.8pp | 114.01%-127.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $977 | $1,709-42.9% | $2,850-65.7% | $2,596-62.4% |
| Participant deferral / active EE | $2,342 | $2,974-21.2% | $4,234-44.7% | $4,027-41.8% |
| Admin fee / account holder | $1,396 | $4,493-68.9% | $5,420-74.2% | $5,403-74.2% |