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 | $49,592 | $53,596-7.5% | $90,645-45.3% | $64,186-22.7% |
| Participation rate | 61.9% | 64.5%-2.6pp | 74.0%-12.1pp | 69.6%-7.7pp |
| Annual return | -4.77% | 4.41%-9.2pp | 1.88%-6.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $409 | $1,503-72.8% | $2,532-83.8% | $2,381-82.8% |
| Participant deferral / active EE | $2,043 | $2,459-16.9% | $3,425-40.4% | $3,470-41.1% |
| Admin fee / account holder | $1,189 | $3,868-69.2% | $4,994-76.2% | $4,888-75.7% |