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 | $25,967 | $32,037-18.9% | $69,182-62.5% | $62,891-58.7% |
| Participation rate | 14.8% | 43.4%-28.6pp | 55.1%-40.3pp | 69.3%-54.5pp |
| Annual return | 8.01% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $488 | $679-28.1% | $1,206-59.5% | $2,281-78.6% |
| Participant deferral / active EE | $1,271 | $1,185+7.2% | $1,897-33.0% | $3,203-60.3% |
| Admin fee / account holder | $2,050 | $2,608-21.4% | $2,697-24.0% | $4,296-52.3% |