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 | $37,547 | $87,540-57.1% | $75,781-50.5% | $125,391-70.1% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.69% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,868 | $3,930-27.0% | $3,323-13.7% | $4,866-41.1% |
| Participant deferral / active EE | $6,411 | $4,229+51.6% | $3,651+75.6% | $5,352+19.8% |
| Admin fee / account holder | $4,805 | $6,502-26.1% | $5,299-9.3% | $9,540-49.6% |