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 | $49,375 | $58,577-15.7% | $83,333-40.8% | $64,186-23.1% |
| Participation rate | 37.5% | 72.0%-34.5pp | 77.8%-40.3pp | 69.6%-32.1pp |
| Annual return | -7.07% | 9.65%-16.7pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,347 | $2,098-35.8% | $3,379-60.1% | $2,381-43.4% |
| Participant deferral / active EE | $2,177 | $4,654-53.2% | $5,565-60.9% | $3,470-37.3% |
| Admin fee / account holder | $1,368 | $9,275-85.3% | $7,510-81.8% | $4,888-72.0% |