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 | $61,368 | $52,681+16.5% | $75,781-19.0% | $59,632+2.9% |
| Participation rate | 40.8% | 67.2%-26.4pp | 75.8%-35.0pp | 68.7%-27.8pp |
| Annual return | -1.73% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $617 | $2,193-71.9% | $3,323-81.4% | $2,203-72.0% |
| Participant deferral / active EE | $1,964 | $2,591-24.2% | $3,651-46.2% | $3,192-38.5% |
| Admin fee / account holder | $3,362 | $3,610-6.9% | $5,299-36.6% | $4,297-21.8% |