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 | $58,833 | $57,354+2.6% | $83,848-29.8% | $64,186-8.3% |
| Participation rate | 46.2% | 68.6%-22.5pp | 76.1%-30.0pp | 69.6%-23.4pp |
| Annual return | -1.83% | 11.38%-13.2pp | 850.88%-852.7pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,339 | $2,545-47.4% | $3,631-63.1% | $2,381-43.7% |
| Participant deferral / active EE | $3,314 | $2,993+10.7% | $4,082-18.8% | $3,470-4.5% |
| Admin fee / account holder | $902 | $4,046-77.7% | $5,478-83.5% | $4,888-81.6% |