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 | $57,787 | $54,380+6.3% | $68,509-15.6% | $59,632-3.1% |
| Participation rate | 61.8% | 70.2%-8.3pp | 74.7%-12.9pp | 68.7%-6.8pp |
| Annual return | -0.55% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $781 | $1,539-49.3% | $2,278-65.7% | $2,203-64.6% |
| Participant deferral / active EE | $3,452 | $2,643+30.6% | $3,382+2.1% | $3,192+8.2% |
| Admin fee / account holder | $9,687 | $3,885+149.3% | $5,275+83.7% | $4,297+125.4% |