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 | $62,524 | $64,707-3.4% | $112,228-44.3% | $68,494-8.7% |
| Participation rate | 25.9% | 67.2%-41.3pp | 75.1%-49.2pp | 67.9%-42.0pp |
| Annual return | -18.22% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $987 | $2,746-64.1% | $3,635-72.8% | $2,596-62.0% |
| Participant deferral / active EE | $2,291 | $3,565-35.7% | $4,728-51.5% | $4,027-43.1% |
| Admin fee / account holder | $3,154 | $5,232-39.7% | $6,410-50.8% | $5,403-41.6% |