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 | $67,261 | $58,577+14.8% | $83,333-19.3% | $64,186+4.8% |
| Participation rate | 67.7% | 72.0%-4.3pp | 77.8%-10.0pp | 69.6%-1.8pp |
| Annual return | -5.01% | 9.65%-14.7pp | 10.63%-15.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $494 | $2,098-76.4% | $3,379-85.4% | $2,381-79.2% |
| Participant deferral / active EE | $4,076 | $4,654-12.4% | $5,565-26.8% | $3,470+17.5% |
| Admin fee / account holder | $5,670 | $9,275-38.9% | $7,510-24.5% | $4,888+16.0% |