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 | $43,069 | $167,307-74.3% | $143,757-70.0% | $134,475-68.0% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | 1.50% | 0.46%+1.0pp | -0.04%+1.5pp | 417.96%-416.5pp |
| Employer contribution / active EE | $1,256 | $5,619-77.7% | $4,951-74.6% | $4,740-73.5% |
| Participant deferral / active EE | $3,052 | $6,446-52.7% | $5,637-45.9% | $6,400-52.3% |
| Admin fee / account holder | $2,670 | $18,088-85.2% | $14,673-81.8% | $11,426-76.6% |