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 | $64,830 | $72,177-10.2% | $115,037-43.6% | $59,632+8.7% |
| Participation rate | 57.6% | 72.6%-14.9pp | 81.4%-23.7pp | 68.7%-11.0pp |
| Annual return | -2.33% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,438 | $2,841-49.4% | $4,608-68.8% | $2,203-34.7% |
| Participant deferral / active EE | $6,010 | $4,783+25.7% | $6,026-0.3% | $3,192+88.3% |
| Admin fee / account holder | $8,038 | $4,927+63.1% | $8,175-1.7% | $4,297+87.1% |