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 | $55,883 | $50,958+9.7% | $74,550-25.0% | $64,186-12.9% |
| Participation rate | 69.1% | 61.1%+8.0pp | 69.1%-0.1pp | 69.6%-0.5pp |
| Annual return | -6.95% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $888 | $1,115-20.3% | $1,961-54.7% | $2,381-62.7% |
| Participant deferral / active EE | $3,266 | $2,301+41.9% | $3,108+5.1% | $3,470-5.9% |
| Admin fee / account holder | $5,707 | $4,223+35.1% | $5,060+12.8% | $4,888+16.7% |