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 | $78,645 | $50,958+54.3% | $74,550+5.5% | $64,186+22.5% |
| Participation rate | 47.3% | 61.1%-13.8pp | 69.1%-21.9pp | 69.6%-22.3pp |
| Annual return | -4.81% | -1.86%-3.0pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $755 | $1,115-32.3% | $1,961-61.5% | $2,381-68.3% |
| Participant deferral / active EE | $1,041 | $2,301-54.8% | $3,108-66.5% | $3,470-70.0% |
| Admin fee / account holder | $3,709 | $4,223-12.2% | $5,060-26.7% | $4,888-24.1% |