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 | $44,645 | $52,681-15.3% | $75,781-41.1% | $59,632-25.1% |
| Participation rate | 44.4% | 67.2%-22.8pp | 75.8%-31.4pp | 68.7%-24.2pp |
| Annual return | -1.45% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,781 | $2,193-18.8% | $3,323-46.4% | $2,203-19.2% |
| Participant deferral / active EE | $4,167 | $2,591+60.8% | $3,651+14.1% | $3,192+30.5% |
| Admin fee / account holder | $396 | $3,610-89.0% | $5,299-92.5% | $4,297-90.8% |