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 | $67,444 | $45,863+47.1% | $77,024-12.4% | $68,494-1.5% |
| Participation rate | 40.9% | 55.9%-15.0pp | 67.9%-27.0pp | 67.9%-27.0pp |
| Annual return | -15.26% | 1.72%-17.0pp | 42.32%-57.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,134 | $2,962-27.9% | $4,426-51.8% | $4,027-47.0% |
| Admin fee / account holder | $8,560 | $3,041+181.5% | $5,425+57.8% | $5,403+58.4% |