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 | $32,204 | $72,177-55.4% | $115,037-72.0% | $59,632-46.0% |
| Participation rate | 69.0% | 72.6%-3.6pp | 81.4%-12.4pp | 68.7%+0.3pp |
| Annual return | -1.43% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $862 | $2,841-69.7% | $4,608-81.3% | $2,203-60.9% |
| Participant deferral / active EE | $3,277 | $4,783-31.5% | $6,026-45.6% | $3,192+2.7% |
| Admin fee / account holder | $2,390 | $4,927-51.5% | $8,175-70.8% | $4,297-44.4% |