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 | $52,480 | $65,703-20.1% | $94,224-44.3% | $59,632-12.0% |
| Participation rate | 63.8% | 72.1%-8.3pp | 78.8%-14.9pp | 68.7%-4.8pp |
| Annual return | 1.90% | 5.22%-3.3pp | 10.68%-8.8pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,377 | $2,021-31.8% | $3,587-61.6% | $2,203-37.5% |
| Participant deferral / active EE | $1,581 | $3,143-49.7% | $4,320-63.4% | $3,192-50.5% |
| Admin fee / account holder | $325 | $4,264-92.4% | $6,269-94.8% | $4,297-92.4% |