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 | $51,065 | $65,703-22.3% | $94,224-45.8% | $59,632-14.4% |
| Participation rate | 61.3% | 72.1%-10.8pp | 78.8%-17.5pp | 68.7%-7.4pp |
| Annual return | 0.24% | 5.22%-5.0pp | 10.68%-10.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,822 | $2,021-9.8% | $3,587-49.2% | $2,203-17.3% |
| Participant deferral / active EE | $3,198 | $3,143+1.7% | $4,320-26.0% | $3,192+0.2% |
| Admin fee / account holder | $3,589 | $4,264-15.8% | $6,269-42.8% | $4,297-16.5% |