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 | $14,149 | $32,037-55.8% | $69,182-79.5% | $62,891-77.5% |
| Participation rate | 46.6% | 43.4%+3.1pp | 55.1%-8.6pp | 69.3%-22.8pp |
| Annual return | 8.77% | 15.16%-6.4pp | -21.93%+30.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $548 | $679-19.3% | $1,206-54.6% | $2,281-76.0% |
| Participant deferral / active EE | $861 | $1,185-27.3% | $1,897-54.6% | $3,203-73.1% |
| Admin fee / account holder | $702 | $2,608-73.1% | $2,697-74.0% | $4,296-83.7% |