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 | $40,782 | $32,037+27.3% | $69,182-41.1% | $62,891-35.2% |
| Participation rate | 33.7% | 43.4%-9.7pp | 55.1%-21.4pp | 69.3%-35.6pp |
| Annual return | 9.65% | 15.16%-5.5pp | -21.93%+31.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $729 | $679+7.3% | $1,206-39.6% | $2,281-68.0% |
| Participant deferral / active EE | $2,442 | $1,185+106.0% | $1,897+28.7% | $3,203-23.8% |
| Admin fee / account holder | $1,448 | $2,608-44.5% | $2,697-46.3% | $4,296-66.3% |