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 | $26,979 | $45,863-41.2% | $77,024-65.0% | $68,494-60.6% |
| Participation rate | 67.3% | 55.9%+11.4pp | 67.9%-0.6pp | 67.9%-0.5pp |
| Annual return | -14.22% | 1.72%-15.9pp | 42.32%-56.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,609 | $1,650-2.5% | $2,812-42.8% | $2,596-38.0% |
| Participant deferral / active EE | $5,051 | $2,962+70.5% | $4,426+14.1% | $4,027+25.4% |
| Admin fee / account holder | $831 | $3,041-72.7% | $5,425-84.7% | $5,403-84.6% |