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 | $56,742 | $49,280+15.1% | $67,313-15.7% | $64,186-11.6% |
| Participation rate | 39.6% | 60.8%-21.2pp | 69.1%-29.5pp | 69.6%-29.9pp |
| Annual return | -7.69% | -1.39%-6.3pp | -4.08%-3.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,498 | $1,668-10.2% | $2,566-41.6% | $2,381-37.1% |
| Participant deferral / active EE | $3,044 | $2,484+22.5% | $3,568-14.7% | $3,470-12.3% |
| Admin fee / account holder | $1,512 | $3,863-60.9% | $4,507-66.5% | $4,888-69.1% |