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 | $48,500 | $48,050+0.9% | $85,969-43.6% | $59,632-18.7% |
| Participation rate | 54.4% | 64.5%-10.0pp | 76.5%-22.1pp | 68.7%-14.2pp |
| Annual return | -0.54% | 0.29%-0.8pp | 9.32%-9.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $547 | $1,640-66.7% | $3,474-84.3% | $2,203-75.2% |
| Participant deferral / active EE | $2,092 | $2,249-7.0% | $3,829-45.4% | $3,192-34.5% |
| Admin fee / account holder | $2,193 | $3,206-31.6% | $6,053-63.8% | $4,297-49.0% |