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 | $26,736 | $32,117-16.8% | $71,086-62.4% | $64,186-58.3% |
| Participation rate | 47.8% | 42.7%+5.1pp | 54.7%-6.8pp | 69.6%-21.7pp |
| Annual return | -8.84% | -5.57%-3.3pp | 650.59%-659.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $675 | $712-5.2% | $1,088-37.9% | $2,381-71.6% |
| Participant deferral / active EE | $1,880 | $1,263+48.8% | $1,874+0.3% | $3,470-45.8% |
| Admin fee / account holder | $688 | $2,759-75.1% | $3,082-77.7% | $4,888-85.9% |