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 | $57,117 | $59,805-4.5% | $79,550-28.2% | $68,494-16.6% |
| Participation rate | 32.4% | 61.1%-28.6pp | 69.5%-37.1pp | 67.9%-35.5pp |
| Annual return | -16.64% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,004 | $1,505+33.2% | $2,413-16.9% | $2,596-22.8% |
| Participant deferral / active EE | $3,740 | $3,024+23.7% | $3,985-6.1% | $4,027-7.1% |
| Admin fee / account holder | $17,937 | $4,835+271.0% | $6,832+162.5% | $5,403+232.0% |