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 | $79,547 | $54,380+46.3% | $68,509+16.1% | $59,632+33.4% |
| Participation rate | 52.5% | 70.2%-17.7pp | 74.7%-22.2pp | 68.7%-16.2pp |
| Annual return | 0.73% | 2.83%-2.1pp | 8.27%-7.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $502 | $1,539-67.4% | $2,278-78.0% | $2,203-77.2% |
| Participant deferral / active EE | $2,069 | $2,643-21.7% | $3,382-38.8% | $3,192-35.2% |
| Admin fee / account holder | $5,933 | $3,885+52.7% | $5,275+12.5% | $4,297+38.1% |