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 | $65,261 | $59,805+9.1% | $79,550-18.0% | $68,494-4.7% |
| Participation rate | 58.0% | 61.1%-3.0pp | 69.5%-11.5pp | 67.9%-9.9pp |
| Annual return | -17.90% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,394 | $1,505-7.4% | $2,413-42.2% | $2,596-46.3% |
| Participant deferral / active EE | $3,821 | $3,024+26.3% | $3,985-4.1% | $4,027-5.1% |
| Admin fee / account holder | $1,830 | $4,835-62.1% | $6,832-73.2% | $5,403-66.1% |