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 | $98,025 | $25,979+277.3% | $71,735+36.6% | $68,494+43.1% |
| Participation rate | 61.4% | 54.5%+6.9pp | 62.3%-0.9pp | 67.9%-6.5pp |
| Annual return | -15.96% | -15.10%-0.9pp | 9.14%-25.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,926 | $900+114.0% | $1,704+13.1% | $2,596-25.8% |
| Participant deferral / active EE | $4,361 | $1,522+186.5% | $2,658+64.1% | $4,027+8.3% |
| Admin fee / account holder | $4,235 | $2,022+109.5% | $3,974+6.6% | $5,403-21.6% |