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 | $102,084 | $59,805+70.7% | $79,550+28.3% | $68,494+49.0% |
| Participation rate | 64.4% | 61.1%+3.4pp | 69.5%-5.0pp | 67.9%-3.4pp |
| Annual return | -15.55% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $473 | $1,505-68.6% | $2,413-80.4% | $2,596-81.8% |
| Participant deferral / active EE | $4,890 | $3,024+61.7% | $3,985+22.7% | $4,027+21.4% |
| Admin fee / account holder | $22,647 | $4,835+368.4% | $6,832+231.5% | $5,403+319.2% |