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 | $42,261 | $65,703-35.7% | $94,224-55.1% | $59,632-29.1% |
| Participation rate | 41.9% | 72.1%-30.2pp | 78.8%-36.8pp | 68.7%-26.7pp |
| Annual return | -2.32% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $749 | $2,021-63.0% | $3,587-79.1% | $2,203-66.0% |
| Participant deferral / active EE | $1,892 | $3,143-39.8% | $4,320-56.2% | $3,192-40.7% |
| Admin fee / account holder | $4,609 | $4,264+8.1% | $6,269-26.5% | $4,297+7.3% |