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 | $75,965 | $45,863+65.6% | $77,024-1.4% | $68,494+10.9% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | -16.45% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $468 | $1,650-71.7% | $2,812-83.4% | $2,596-82.0% |
| Participant deferral / active EE | $2,313 | $2,962-21.9% | $4,426-47.7% | $4,027-42.6% |
| Admin fee / account holder | $2,167 | $3,041-28.7% | $5,425-60.1% | $5,403-59.9% |