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 | $33,178 | $32,037+3.6% | $69,182-52.0% | $62,891-47.2% |
| Participation rate | 46.4% | 43.4%+3.0pp | 55.1%-8.7pp | 69.3%-22.9pp |
| Annual return | 8.41% | 15.16%-6.8pp | -21.93%+30.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $587 | $679-13.6% | $1,206-51.4% | $2,281-74.3% |
| Participant deferral / active EE | $1,119 | $1,185-5.6% | $1,897-41.0% | $3,203-65.1% |
| Admin fee / account holder | $338 | $2,608-87.0% | $2,697-87.5% | $4,296-92.1% |