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 | $60,111 | $50,958+18.0% | $74,550-19.4% | $64,186-6.3% |
| Participation rate | 50.8% | 61.1%-10.3pp | 69.1%-18.4pp | 69.6%-18.8pp |
| Annual return | -5.05% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $617 | $1,115-44.7% | $1,961-68.5% | $2,381-74.1% |
| Participant deferral / active EE | $3,658 | $2,301+58.9% | $3,108+17.7% | $3,470+5.4% |
| Admin fee / account holder | $1,562 | $4,223-63.0% | $5,060-69.1% | $4,888-68.0% |