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 | $195,943 | $45,863+327.2% | $77,024+154.4% | $68,494+186.1% |
| Participation rate | 63.6% | 55.9%+7.7pp | 67.9%-4.3pp | 67.9%-4.3pp |
| Annual return | -16.80% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-9.0pp |
| Employer contribution / active EE | $927 | $1,650-43.8% | $2,812-67.0% | $2,596-64.3% |
| Participant deferral / active EE | $2,932 | $2,962-1.0% | $4,426-33.8% | $4,027-27.2% |
| Admin fee / account holder | $381 | $3,041-87.5% | $5,425-93.0% | $5,403-92.9% |