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 | $51,243 | $52,681-2.7% | $75,781-32.4% | $59,632-14.1% |
| Participation rate | 37.3% | 67.2%-29.9pp | 75.8%-38.5pp | 68.7%-31.3pp |
| Annual return | -2.58% | 2.95%-5.5pp | 9.68%-12.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $814 | $2,193-62.9% | $3,323-75.5% | $2,203-63.0% |
| Participant deferral / active EE | $1,606 | $2,591-38.0% | $3,651-56.0% | $3,192-49.7% |
| Admin fee / account holder | $5,658 | $3,610+56.8% | $5,299+6.8% | $4,297+31.7% |