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 | $80,936 | $77,813+4.0% | $123,544-34.5% | $64,186+26.1% |
| Participation rate | 55.1% | 74.7%-19.6pp | 82.3%-27.2pp | 69.6%-14.5pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $852 | $3,014-71.7% | $4,628-81.6% | $2,381-64.2% |
| Participant deferral / active EE | $2,769 | $5,240-47.2% | $6,426-56.9% | $3,470-20.2% |
| Admin fee / account holder | $814 | $5,519-85.2% | $9,284-91.2% | $4,888-83.3% |