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 7-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 | $63,383 | $52,681+20.3% | $75,781-16.4% | $59,632+6.3% |
| Participation rate | 13.8% | 67.2%-53.4pp | 75.8%-62.0pp | 68.7%-54.9pp |
| Annual return | -2.85% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $439 | $2,193-80.0% | $3,323-86.8% | $2,203-80.0% |
| Participant deferral / active EE | $1,602 | $2,591-38.2% | $3,651-56.1% | $3,192-49.8% |
| Admin fee / account holder | $1,827 | $3,610-49.4% | $5,299-65.5% | $4,297-57.5% |