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 | $44,552 | $72,177-38.3% | $115,037-61.3% | $59,632-25.3% |
| Participation rate | 55.3% | 72.6%-17.2pp | 81.4%-26.0pp | 68.7%-13.4pp |
| Annual return | -0.47% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $914 | $2,841-67.8% | $4,608-80.2% | $2,203-58.5% |
| Participant deferral / active EE | $5,784 | $4,783+20.9% | $6,026-4.0% | $3,192+81.2% |
| Admin fee / account holder | $8,004 | $4,927+62.5% | $8,175-2.1% | $4,297+86.3% |