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 | $17,968 | $32,117-44.1% | $71,086-74.7% | $64,186-72.0% |
| Participation rate | 64.4% | 42.7%+21.7pp | 54.7%+9.7pp | 69.6%-5.2pp |
| Annual return | 7.86% | -5.57%+13.4pp | 650.59%-642.7pp | 7.63%+0.2pp |
| Employer contribution / active EE | $613 | $712-13.9% | $1,088-43.6% | $2,381-74.3% |
| Participant deferral / active EE | $1,549 | $1,263+22.7% | $1,874-17.3% | $3,470-55.3% |
| Admin fee / account holder | $1,052 | $2,759-61.9% | $3,082-65.9% | $4,888-78.5% |