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 | $39,067 | $50,958-23.3% | $74,550-47.6% | $64,186-39.1% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -6.33% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $230 | $1,115-79.4% | $1,961-88.3% | $2,381-90.3% |
| Participant deferral / active EE | $1,513 | $2,301-34.3% | $3,108-51.3% | $3,470-56.4% |
| Admin fee / account holder | $345 | $4,223-91.8% | $5,060-93.2% | $4,888-92.9% |