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 | $30,185 | $56,357-46.4% | $104,294-71.1% | $68,494-55.9% |
| Participation rate | 69.2% | 63.3%+6.0pp | 73.3%-4.0pp | 67.9%+1.3pp |
| Annual return | -16.66% | -9.19%-7.5pp | 24.61%-41.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,700 | $1,960-13.3% | $3,372-49.6% | $2,596-34.5% |
| Participant deferral / active EE | $3,070 | $3,077-0.2% | $4,625-33.6% | $4,027-23.8% |
| Admin fee / account holder | $1,905 | $4,903-61.1% | $7,339-74.0% | $5,403-64.7% |