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 | $54,021 | $50,958+6.0% | $74,550-27.5% | $64,186-15.8% |
| Participation rate | 57.5% | 61.1%-3.6pp | 69.1%-11.6pp | 69.6%-12.1pp |
| Annual return | -7.98% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $985 | $1,115-11.7% | $1,961-49.8% | $2,381-58.6% |
| Participant deferral / active EE | $2,609 | $2,301+13.3% | $3,108-16.1% | $3,470-24.8% |
| Admin fee / account holder | $5,716 | $4,223+35.4% | $5,060+13.0% | $4,888+16.9% |