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 | $47,706 | $25,979+83.6% | $71,735-33.5% | $68,494-30.4% |
| Participation rate | 38.7% | 54.5%-15.8pp | 62.3%-23.6pp | 67.9%-29.2pp |
| Annual return | -13.90% | -15.10%+1.2pp | 9.14%-23.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $760 | $900-15.6% | $1,704-55.4% | $2,596-70.7% |
| Participant deferral / active EE | $1,889 | $1,522+24.1% | $2,658-28.9% | $4,027-53.1% |
| Admin fee / account holder | $891 | $2,022-56.0% | $3,974-77.6% | $5,403-83.5% |