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 | $54,303 | $45,438+19.5% | $80,004-32.1% | $59,632-8.9% |
| Participation rate | 59.5% | 63.7%-4.3pp | 73.0%-13.5pp | 68.7%-9.2pp |
| Annual return | -1.85% | 5.10%-7.0pp | 7.63%-9.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $565 | $1,236-54.3% | $2,473-77.2% | $2,203-74.4% |
| Participant deferral / active EE | $1,488 | $2,231-33.3% | $3,204-53.6% | $3,192-53.4% |
| Admin fee / account holder | $4,368 | $3,464+26.1% | $5,033-13.2% | $4,297+1.6% |