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 | $45,490 | $65,703-30.8% | $94,224-51.7% | $59,632-23.7% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | -2.00% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,178 | $2,021-41.7% | $3,587-67.2% | $2,203-46.5% |
| Participant deferral / active EE | $4,966 | $3,143+58.0% | $4,320+14.9% | $3,192+55.6% |
| Admin fee / account holder | $918 | $4,264-78.5% | $6,269-85.4% | $4,297-78.6% |