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 | $43,617 | $52,836-17.4% | $105,738-58.8% | $64,186-32.0% |
| Participation rate | 61.4% | 66.5%-5.2pp | 76.3%-15.0pp | 69.6%-8.2pp |
| Annual return | -5.46% | 14.30%-19.8pp | 6.27%-11.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,841 | $1,827+55.5% | $3,268-13.1% | $2,381+19.3% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,819 | $3,959-54.0% | $6,913-73.7% | $4,888-62.8% |