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 | $47,535 | $52,681-9.8% | $75,781-37.3% | $59,632-20.3% |
| Participation rate | 49.2% | 67.2%-18.1pp | 75.8%-26.7pp | 68.7%-19.5pp |
| Annual return | -1.17% | 2.95%-4.1pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,681 | $2,193-23.4% | $3,323-49.4% | $2,203-23.7% |
| Participant deferral / active EE | $2,860 | $2,591+10.4% | $3,651-21.7% | $3,192-10.4% |
| Admin fee / account holder | $1,069 | $3,610-70.4% | $5,299-79.8% | $4,297-75.1% |