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 | $32,448 | $32,037+1.3% | $69,182-53.1% | $62,891-48.4% |
| Participation rate | 20.7% | 43.4%-22.7pp | 55.1%-34.4pp | 69.3%-48.6pp |
| Annual return | 8.78% | 15.16%-6.4pp | -21.93%+30.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $80 | $679-88.2% | $1,206-93.4% | $2,281-96.5% |
| Participant deferral / active EE | $539 | $1,185-54.5% | $1,897-71.6% | $3,203-83.2% |
| Admin fee / account holder | $2,323 | $2,608-10.9% | $2,697-13.8% | $4,296-45.9% |