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 | $37,882 | $52,681-28.1% | $75,781-50.0% | $59,632-36.5% |
| Participation rate | 67.9% | 67.2%+0.6pp | 75.8%-8.0pp | 68.7%-0.8pp |
| Annual return | -0.19% | 2.95%-3.1pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,191 | $2,193-45.7% | $3,323-64.2% | $2,203-45.9% |
| Participant deferral / active EE | $3,408 | $2,591+31.6% | $3,651-6.7% | $3,192+6.8% |
| Admin fee / account holder | $10,653 | $3,610+195.1% | $5,299+101.0% | $4,297+147.9% |