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 | $69,359 | $72,177-3.9% | $115,037-39.7% | $59,632+16.3% |
| Participation rate | 68.4% | 72.6%-4.1pp | 81.4%-12.9pp | 68.7%-0.3pp |
| Annual return | -0.12% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,206 | $2,841-57.5% | $4,608-73.8% | $2,203-45.2% |
| Participant deferral / active EE | $6,923 | $4,783+44.7% | $6,026+14.9% | $3,192+116.9% |
| Admin fee / account holder | $5,313 | $4,927+7.8% | $8,175-35.0% | $4,297+23.6% |