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 | $56,842 | $59,805-5.0% | $79,550-28.5% | $68,494-17.0% |
| Participation rate | 63.4% | 61.1%+2.4pp | 69.5%-6.1pp | 67.9%-4.5pp |
| Annual return | -14.60% | -12.30%-2.3pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $471 | $1,505-68.7% | $2,413-80.5% | $2,596-81.9% |
| Participant deferral / active EE | $3,851 | $3,024+27.3% | $3,985-3.4% | $4,027-4.4% |
| Admin fee / account holder | $14,622 | $4,835+202.4% | $6,832+114.0% | $5,403+170.6% |