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 | $69,231 | $46,674+48.3% | $117,472-41.1% | $68,494+1.1% |
| Participation rate | 59.5% | 56.8%+2.7pp | 70.6%-11.1pp | 67.9%-8.4pp |
| Annual return | -13.79% | -14.52%+0.7pp | 29.74%-43.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,007 | $2,636-23.9% | $4,070-50.7% | $4,027-50.2% |
| Admin fee / account holder | $374 | $4,020-90.7% | $5,645-93.4% | $5,403-93.1% |