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 | $30,780 | $54,380-43.4% | $68,509-55.1% | $59,632-48.4% |
| Participation rate | 62.5% | 70.2%-7.7pp | 74.7%-12.2pp | 68.7%-6.2pp |
| Annual return | -1.38% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,852 | $2,643+45.7% | $3,382+13.9% | $3,192+20.7% |
| Admin fee / account holder | $882 | $3,885-77.3% | $5,275-83.3% | $4,297-79.5% |