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 | $39,769 | $35,183+13.0% | $73,545-45.9% | $70,131-43.3% |
| Participation rate | 44.8% | 42.9%+1.9pp | 54.9%-10.1pp | 69.5%-24.7pp |
| Annual return | 16.62% | 26.90%-10.3pp | -15.16%+31.8pp | 73.14%-56.5pp |
| Employer contribution / active EE | $556 | $709-21.5% | $1,219-54.4% | $2,342-76.2% |
| Participant deferral / active EE | $1,044 | $1,220-14.4% | $1,806-42.2% | $3,332-68.7% |
| Admin fee / account holder | $4,608 | $2,302+100.2% | $2,320+98.7% | $4,645-0.8% |