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 | $38,281 | $52,681-27.3% | $75,781-49.5% | $59,632-35.8% |
| Participation rate | 55.6% | 67.2%-11.7pp | 75.8%-20.3pp | 68.7%-13.1pp |
| Annual return | -2.91% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $866 | $2,193-60.5% | $3,323-74.0% | $2,203-60.7% |
| Participant deferral / active EE | $2,091 | $2,591-19.3% | $3,651-42.7% | $3,192-34.5% |
| Admin fee / account holder | $356 | $3,610-90.1% | $5,299-93.3% | $4,297-91.7% |