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 | $49,736 | $59,805-16.8% | $79,550-37.5% | $68,494-27.4% |
| Participation rate | 29.5% | 61.1%-31.6pp | 69.5%-40.0pp | 67.9%-38.4pp |
| Annual return | -18.99% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $858 | $1,505-43.0% | $2,413-64.4% | $2,596-67.0% |
| Participant deferral / active EE | $1,315 | $3,024-56.5% | $3,985-67.0% | $4,027-67.3% |
| Admin fee / account holder | $2,039 | $4,835-57.8% | $6,832-70.2% | $5,403-62.3% |