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 | $65,938 | $87,540-24.7% | $75,781-13.0% | $125,391-47.4% |
| Participation rate | 65.0% | 80.2%-15.2pp | 75.8%-10.8pp | 83.2%-18.2pp |
| Annual return | 0.02% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $5,424 | $3,930+38.0% | $3,323+63.2% | $4,866+11.5% |
| Participant deferral / active EE | $2,679 | $4,229-36.6% | $3,651-26.6% | $5,352-49.9% |
| Admin fee / account holder | $2,360 | $6,502-63.7% | $5,299-55.5% | $9,540-75.3% |