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 | $21,548 | $32,037-32.7% | $69,182-68.9% | $62,891-65.7% |
| Participation rate | 41.7% | 43.4%-1.8pp | 55.1%-13.4pp | 69.3%-27.6pp |
| Annual return | 6.07% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $109 | $679-84.0% | $1,206-91.0% | $2,281-95.2% |
| Participant deferral / active EE | $1,003 | $1,185-15.4% | $1,897-47.1% | $3,203-68.7% |
| Admin fee / account holder | $1,163 | $2,608-55.4% | $2,697-56.9% | $4,296-72.9% |