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 | $51,758 | $45,863+12.9% | $77,024-32.8% | $68,494-24.4% |
| Participation rate | 48.4% | 55.9%-7.5pp | 67.9%-19.5pp | 67.9%-19.5pp |
| Annual return | -6.70% | 1.72%-8.4pp | 42.32%-49.0pp | -7.84%+1.1pp |
| Employer contribution / active EE | $1,323 | $1,650-19.8% | $2,812-53.0% | $2,596-49.1% |
| Participant deferral / active EE | $3,284 | $2,962+10.8% | $4,426-25.8% | $4,027-18.5% |
| Admin fee / account holder | $3,222 | $3,041+6.0% | $5,425-40.6% | $5,403-40.4% |