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 | $72,978 | $64,707+12.8% | $112,228-35.0% | $68,494+6.5% |
| Participation rate | 61.0% | 67.2%-6.2pp | 75.1%-14.1pp | 67.9%-6.9pp |
| Annual return | 1.85% | -11.40%+13.3pp | 27.45%-25.6pp | -7.84%+9.7pp |
| Employer contribution / active EE | $2,541 | $2,746-7.5% | $3,635-30.1% | $2,596-2.1% |
| Participant deferral / active EE | $8,057 | $3,565+126.0% | $4,728+70.4% | $4,027+100.1% |
| Admin fee / account holder | $5,240 | $5,232+0.1% | $6,410-18.3% | $5,403-3.0% |