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 | $54,583 | $45,863+19.0% | $77,024-29.1% | $68,494-20.3% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -19.57% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,571 | $1,650+55.8% | $2,812-8.6% | $2,596-1.0% |
| Participant deferral / active EE | $8,080 | $2,962+172.8% | $4,426+82.5% | $4,027+100.6% |
| Admin fee / account holder | $6,396 | $3,041+110.4% | $5,425+17.9% | $5,403+18.4% |