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 | $45,396 | $72,177-37.1% | $115,037-60.5% | $59,632-23.9% |
| Participation rate | 42.6% | 72.6%-29.9pp | 81.4%-38.7pp | 68.7%-26.0pp |
| Annual return | -0.32% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,585 | $4,783-25.0% | $6,026-40.5% | $3,192+12.3% |
| Admin fee / account holder | $614 | $4,927-87.5% | $8,175-92.5% | $4,297-85.7% |