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 | $40,700 | $52,681-22.7% | $75,781-46.3% | $59,632-31.7% |
| Participation rate | 51.4% | 67.2%-15.8pp | 75.8%-24.4pp | 68.7%-17.2pp |
| Annual return | 0.61% | 2.95%-2.3pp | 9.68%-9.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,033 | $2,193-52.9% | $3,323-68.9% | $2,203-53.1% |
| Participant deferral / active EE | $1,716 | $2,591-33.8% | $3,651-53.0% | $3,192-46.2% |
| Admin fee / account holder | $379 | $3,610-89.5% | $5,299-92.9% | $4,297-91.2% |