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 | $19,869 | $37,426-46.9% | $77,482-74.4% | $79,858-75.1% |
| Participation rate | 43.1% | 41.5%+1.6pp | 54.2%-11.0pp | 69.6%-26.5pp |
| Annual return | 20.06% | 39.70%-19.6pp | 54.79%-34.7pp | 31.71%-11.7pp |
| Employer contribution / active EE | $669 | $637+5.1% | $986-32.2% | $2,471-72.9% |
| Participant deferral / active EE | $1,112 | $1,260-11.7% | $1,861-40.2% | $3,740-70.3% |
| Admin fee / account holder | $972 | $2,504-61.2% | $2,858-66.0% | $5,306-81.7% |