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 | $58,096 | $32,037+81.3% | $69,182-16.0% | $62,891-7.6% |
| Participation rate | 5.0% | 43.4%-38.4pp | 55.1%-50.1pp | 69.3%-64.3pp |
| Annual return | 7.86% | 15.16%-7.3pp | -21.93%+29.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $900 | $1,185-24.1% | $1,897-52.6% | $3,203-71.9% |
| Admin fee / account holder | $391 | $2,608-85.0% | $2,697-85.5% | $4,296-90.9% |