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 | $42,900 | $94,529-54.6% | $140,016-69.4% | $64,186-33.2% |
| Participation rate | 54.8% | 84.1%-29.3pp | 87.5%-32.7pp | 69.6%-14.8pp |
| Annual return | -1.91% | 7.77%-9.7pp | 651.12%-653.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,497 | $3,812-60.7% | $5,606-73.3% | $2,381-37.1% |
| Participant deferral / active EE | $2,897 | $5,250-44.8% | $6,927-58.2% | $3,470-16.5% |
| Admin fee / account holder | $1,575 | $6,741-76.6% | $10,705-85.3% | $4,888-67.8% |