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 | $26,598 | $81,258-67.3% | $105,218-74.7% | $59,632-55.4% |
| Participation rate | 56.7% | 75.4%-18.7pp | 77.2%-20.5pp | 68.7%-12.0pp |
| Annual return | -0.33% | 1.96%-2.3pp | 5.33%-5.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,089 | $2,562-18.5% | $3,255-35.8% | $2,203-5.2% |
| Participant deferral / active EE | $1,895 | $3,881-51.2% | $4,867-61.1% | $3,192-40.6% |
| Admin fee / account holder | $883 | $5,841-84.9% | $6,992-87.4% | $4,297-79.5% |