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 | $74,994 | $65,703+14.1% | $94,224-20.4% | $59,632+25.8% |
| Participation rate | 54.1% | 72.1%-18.1pp | 78.8%-24.7pp | 68.7%-14.6pp |
| Annual return | 0.22% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,207 | $2,021-40.3% | $3,587-66.4% | $2,203-45.2% |
| Participant deferral / active EE | $1,994 | $3,143-36.6% | $4,320-53.8% | $3,192-37.5% |
| Admin fee / account holder | $3,761 | $4,264-11.8% | $6,269-40.0% | $4,297-12.5% |