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 | $60,930 | $59,805+1.9% | $79,550-23.4% | $68,494-11.0% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -14.22% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $960 | $1,505-36.2% | $2,413-60.2% | $2,596-63.0% |
| Participant deferral / active EE | $2,755 | $3,024-8.9% | $3,985-30.9% | $4,027-31.6% |
| Admin fee / account holder | $4,787 | $4,835-1.0% | $6,832-29.9% | $5,403-11.4% |