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 7-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 | $49,387 | $57,354-13.9% | $83,848-41.1% | $64,186-23.1% |
| Participation rate | 49.1% | 68.6%-19.6pp | 76.1%-27.1pp | 69.6%-20.5pp |
| Annual return | 0.06% | 11.38%-11.3pp | 850.88%-850.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $550 | $2,545-78.4% | $3,631-84.9% | $2,381-76.9% |
| Participant deferral / active EE | $1,427 | $2,993-52.3% | $4,082-65.0% | $3,470-58.9% |
| Admin fee / account holder | $474 | $4,046-88.3% | $5,478-91.3% | $4,888-90.3% |