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 | $46,382 | $87,540-47.0% | $75,781-38.8% | $125,391-63.0% |
| Participation rate | 63.2% | 80.2%-17.0pp | 75.8%-12.7pp | 83.2%-20.0pp |
| Annual return | -0.79% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $827 | $3,930-79.0% | $3,323-75.1% | $4,866-83.0% |
| Participant deferral / active EE | $2,097 | $4,229-50.4% | $3,651-42.6% | $5,352-60.8% |
| Admin fee / account holder | $10,851 | $6,502+66.9% | $5,299+104.8% | $9,540+13.7% |