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 | $38,624 | $32,037+20.6% | $69,182-44.2% | $62,891-38.6% |
| Participation rate | 22.6% | 43.4%-20.8pp | 55.1%-32.5pp | 69.3%-46.7pp |
| Annual return | 5.62% | 15.16%-9.5pp | -21.93%+27.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $249 | $679-63.3% | $1,206-79.4% | $2,281-89.1% |
| Participant deferral / active EE | $1,022 | $1,185-13.8% | $1,897-46.1% | $3,203-68.1% |
| Admin fee / account holder | $3,898 | $2,608+49.4% | $2,697+44.5% | $4,296-9.3% |