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 5-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 | $45,129 | $59,805-24.5% | $79,550-43.3% | $68,494-34.1% |
| Participation rate | 56.9% | 61.1%-4.1pp | 69.5%-12.5pp | 67.9%-10.9pp |
| Annual return | -18.82% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,673 | $1,505+77.6% | $2,413+10.8% | $2,596+2.9% |
| Participant deferral / active EE | $4,221 | $3,024+39.6% | $3,985+5.9% | $4,027+4.8% |
| Admin fee / account holder | $1,416 | $4,835-70.7% | $6,832-79.3% | $5,403-73.8% |