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 | $65,890 | $50,958+29.3% | $74,550-11.6% | $64,186+2.7% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.1%-21.0pp | 69.6%-21.4pp |
| Annual return | -6.73% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,032 | $1,115-7.4% | $1,961-47.4% | $2,381-56.6% |
| Participant deferral / active EE | $1,973 | $2,301-14.3% | $3,108-36.5% | $3,470-43.1% |
| Admin fee / account holder | $426 | $4,223-89.9% | $5,060-91.6% | $4,888-91.3% |