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 | $60,257 | $59,805+0.8% | $79,550-24.3% | $68,494-12.0% |
| Participation rate | 9.4% | 61.1%-51.6pp | 69.5%-60.1pp | 67.9%-58.5pp |
| Annual return | -10.00% | -12.30%+2.3pp | 0.16%-10.2pp | -7.84%-2.2pp |
| Employer contribution / active EE | $496 | $1,505-67.0% | $2,413-79.4% | $2,596-80.9% |
| Participant deferral / active EE | $1,457 | $3,024-51.8% | $3,985-63.4% | $4,027-63.8% |
| Admin fee / account holder | $1,053 | $4,835-78.2% | $6,832-84.6% | $5,403-80.5% |