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 | $53,387 | $59,805-10.7% | $79,550-32.9% | $68,494-22.1% |
| Participation rate | 67.1% | 61.1%+6.0pp | 69.5%-2.4pp | 67.9%-0.8pp |
| Annual return | -16.97% | -12.30%-4.7pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,507 | $1,505+0.1% | $2,413-37.6% | $2,596-42.0% |
| Participant deferral / active EE | $4,166 | $3,024+37.8% | $3,985+4.5% | $4,027+3.5% |
| Admin fee / account holder | $2,085 | $4,835-56.9% | $6,832-69.5% | $5,403-61.4% |