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 | $90,204 | $99,341-9.2% | $84,750+6.4% | $273,961-67.1% |
| Participation rate | 52.6% | 80.7%-28.1pp | 76.6%-24.0pp | 83.0%-30.4pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $861 | $4,214-79.6% | $3,574-75.9% | $4,869-82.3% |
| Participant deferral / active EE | $1,501 | $4,269-64.8% | $3,712-59.6% | $5,287-71.6% |
| Admin fee / account holder | $513 | $6,644-92.3% | $5,332-90.4% | $10,132-94.9% |