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 | $37,372 | $59,805-37.5% | $79,550-53.0% | $68,494-45.4% |
| Participation rate | 65.5% | 61.1%+4.5pp | 69.5%-4.0pp | 67.9%-2.4pp |
| Annual return | -8.79% | -12.30%+3.5pp | 0.16%-9.0pp | -7.84%-0.9pp |
| Employer contribution / active EE | $1,215 | $1,505-19.2% | $2,413-49.6% | $2,596-53.2% |
| Participant deferral / active EE | $3,393 | $3,024+12.2% | $3,985-14.8% | $4,027-15.7% |
| Admin fee / account holder | $8,934 | $4,835+84.8% | $6,832+30.8% | $5,403+65.4% |