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 | $48,093 | $45,438+5.8% | $80,004-39.9% | $59,632-19.4% |
| Participation rate | 63.0% | 63.7%-0.8pp | 73.0%-10.0pp | 68.7%-5.7pp |
| Annual return | -1.42% | 5.10%-6.5pp | 7.63%-9.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $588 | $1,236-52.5% | $2,473-76.2% | $2,203-73.3% |
| Participant deferral / active EE | $2,350 | $2,231+5.4% | $3,204-26.6% | $3,192-26.4% |
| Admin fee / account holder | $642 | $3,464-81.5% | $5,033-87.2% | $4,297-85.1% |