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 | $50,649 | $48,313+4.8% | $73,307-30.9% | $52,331-3.2% |
| Participation rate | 40.7% | 68.6%-27.8pp | 74.9%-34.2pp | 68.1%-27.4pp |
| Annual return | 6.76% | 3.85%+2.9pp | 5.67%+1.1pp | 4.54%+2.2pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,239 | $4,189+48.9% | $4,991+25.0% | $3,022+106.4% |
| Admin fee / account holder | $5,926 | $404+1367.2% | $5,637+5.1% | $592+901.7% |