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 | $47,640 | $54,380-12.4% | $68,509-30.5% | $59,632-20.1% |
| Participation rate | 60.5% | 70.2%-9.7pp | 74.7%-14.3pp | 68.7%-8.2pp |
| Annual return | -2.23% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,415 | $1,539+57.0% | $2,278+6.0% | $2,203+9.6% |
| Participant deferral / active EE | $5,105 | $2,643+93.1% | $3,382+50.9% | $3,192+59.9% |
| Admin fee / account holder | $5,911 | $3,885+52.1% | $5,275+12.1% | $4,297+37.6% |