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 | $73,505 | $45,863+60.3% | $77,024-4.6% | $68,494+7.3% |
| Participation rate | 67.4% | 55.9%+11.5pp | 67.9%-0.5pp | 67.9%-0.5pp |
| Annual return | -11.06% | 1.72%-12.8pp | 42.32%-53.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,612 | $1,650-2.3% | $2,812-42.7% | $2,596-37.9% |
| Participant deferral / active EE | $4,243 | $2,962+43.2% | $4,426-4.1% | $4,027+5.4% |
| Admin fee / account holder | $1,427 | $3,041-53.1% | $5,425-73.7% | $5,403-73.6% |