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 | $36,051 | $32,037+12.5% | $69,182-47.9% | $62,891-42.7% |
| Participation rate | 14.9% | 43.4%-28.5pp | 55.1%-40.2pp | 69.3%-54.4pp |
| Annual return | 8.58% | 15.16%-6.6pp | -21.93%+30.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $268 | $679-60.5% | $1,206-77.8% | $2,281-88.2% |
| Participant deferral / active EE | $331 | $1,185-72.1% | $1,897-82.6% | $3,203-89.7% |
| Admin fee / account holder | $1,609 | $2,608-38.3% | $2,697-40.3% | $4,296-62.5% |