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 | $41,383 | $51,228-19.2% | $77,024-46.3% | - |
| Participation rate | 57.6% | 44.6%+13.0pp | 67.9%-10.3pp | - |
| Annual return | -17.19% | 16.76%-33.9pp | 42.32%-59.5pp | - |
| Employer contribution / active EE | $1,617 | $1,482+9.1% | $2,812-42.5% | - |
| Participant deferral / active EE | $3,249 | $2,637+23.2% | $4,426-26.6% | - |
| Admin fee / account holder | $914 | $14,093-93.5% | $5,425-83.2% | - |