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 4-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 | $30,247 | $52,903-42.8% | $73,307-58.7% | $59,632-49.3% |
| Participation rate | 56.6% | 68.2%-11.7pp | 74.9%-18.3pp | 68.7%-12.1pp |
| Annual return | -0.20% | 12.20%-12.4pp | 5.67%-5.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $517 | $1,909-72.9% | $3,237-84.0% | $2,203-76.5% |
| Participant deferral / active EE | $4,475 | $4,069+10.0% | $4,991-10.3% | $3,192+40.2% |
| Admin fee / account holder | $4,076 | $3,834+6.3% | $5,637-27.7% | $4,297-5.1% |