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 | $56,880 | $59,332-4.1% | $90,223-37.0% | $59,632-4.6% |
| Participation rate | 43.2% | 71.9%-28.7pp | 79.0%-35.8pp | 68.7%-25.4pp |
| Annual return | -0.14% | 3.25%-3.4pp | 1.31%-1.4pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $957 | $3,031-68.4% | $4,378-78.1% | $2,203-56.5% |
| Participant deferral / active EE | $1,928 | $4,369-55.9% | $5,792-66.7% | $3,192-39.6% |
| Admin fee / account holder | $2,352 | $5,032-53.3% | $7,406-68.2% | $4,297-45.3% |