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 | $27,910 | $41,981-33.5% | $63,412-56.0% | $59,632-53.2% |
| Participation rate | 61.8% | 60.3%+1.5pp | 67.1%-5.3pp | 68.7%-6.9pp |
| Annual return | -2.25% | 13.04%-15.3pp | 4.04%-6.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $536 | $1,287-58.4% | $1,814-70.5% | $2,203-75.7% |
| Participant deferral / active EE | $2,361 | $2,002+17.9% | $2,496-5.4% | $3,192-26.0% |
| Admin fee / account holder | $6,400 | $3,509+82.4% | $3,753+70.5% | $4,297+48.9% |