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 | $104,688 | $45,863+128.3% | $77,024+35.9% | $68,494+52.8% |
| Participation rate | 10.7% | 55.9%-45.2pp | 67.9%-57.2pp | 67.9%-57.2pp |
| Annual return | -16.08% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $349 | $1,650-78.8% | $2,812-87.6% | $2,596-86.6% |
| Participant deferral / active EE | $1,307 | $2,962-55.9% | $4,426-70.5% | $4,027-67.6% |
| Admin fee / account holder | $6,987 | $3,041+129.8% | $5,425+28.8% | $5,403+29.3% |