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 | $17,748 | $32,037-44.6% | $69,182-74.3% | $62,891-71.8% |
| Participation rate | 46.3% | 43.4%+2.9pp | 55.1%-8.8pp | 69.3%-23.0pp |
| Annual return | 7.07% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $223 | $679-67.2% | $1,206-81.5% | $2,281-90.2% |
| Participant deferral / active EE | $861 | $1,185-27.4% | $1,897-54.6% | $3,203-73.1% |
| Admin fee / account holder | $1,277 | $2,608-51.0% | $2,697-52.6% | $4,296-70.3% |