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 | $53,860 | $58,577-8.1% | $83,333-35.4% | $64,186-16.1% |
| Participation rate | 61.5% | 72.0%-10.5pp | 77.8%-16.2pp | 69.6%-8.0pp |
| Annual return | -3.61% | 9.65%-13.3pp | 10.63%-14.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,261 | $2,098-39.9% | $3,379-62.7% | $2,381-47.1% |
| Participant deferral / active EE | $2,177 | $4,654-53.2% | $5,565-60.9% | $3,470-37.3% |
| Admin fee / account holder | $2,089 | $9,275-77.5% | $7,510-72.2% | $4,888-57.3% |