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 | $48,412 | $59,805-19.1% | $79,550-39.1% | $68,494-29.3% |
| Participation rate | 64.7% | 61.1%+3.6pp | 69.5%-4.8pp | 67.9%-3.2pp |
| Annual return | -18.70% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,171 | $1,505-22.2% | $2,413-51.5% | $2,596-54.9% |
| Participant deferral / active EE | $3,558 | $3,024+17.6% | $3,985-10.7% | $4,027-11.7% |
| Admin fee / account holder | $7,036 | $4,835+45.5% | $6,832+3.0% | $5,403+30.2% |