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 | $49,171 | $52,681-6.7% | $75,781-35.1% | $59,632-17.5% |
| Participation rate | 61.5% | 67.2%-5.7pp | 75.8%-14.3pp | 68.7%-7.1pp |
| Annual return | -0.67% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $807 | $2,193-63.2% | $3,323-75.7% | $2,203-63.3% |
| Participant deferral / active EE | $2,402 | $2,591-7.3% | $3,651-34.2% | $3,192-24.7% |
| Admin fee / account holder | $6,555 | $3,610+81.6% | $5,299+23.7% | $4,297+52.5% |