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 | $77,962 | $59,805+30.4% | $79,550-2.0% | $68,494+13.8% |
| Participation rate | 61.2% | 61.1%+0.2pp | 69.5%-8.3pp | 67.9%-6.7pp |
| Annual return | -8.81% | -12.30%+3.5pp | 0.16%-9.0pp | -7.84%-1.0pp |
| Employer contribution / active EE | $576 | $1,505-61.7% | $2,413-76.1% | $2,596-77.8% |
| Participant deferral / active EE | $2,583 | $3,024-14.6% | $3,985-35.2% | $4,027-35.9% |
| Admin fee / account holder | $3,484 | $4,835-27.9% | $6,832-49.0% | $5,403-35.5% |