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 | $24,897 | $35,183-29.2% | $73,545-66.1% | $70,131-64.5% |
| Participation rate | 45.2% | 42.9%+2.2pp | 54.9%-9.8pp | 69.5%-24.4pp |
| Annual return | 19.28% | 26.90%-7.6pp | -15.16%+34.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $488 | $709-31.1% | $1,219-59.9% | $2,342-79.1% |
| Participant deferral / active EE | $2,226 | $1,220+82.4% | $1,806+23.2% | $3,332-33.2% |
| Admin fee / account holder | $378 | $2,302-83.6% | $2,320-83.7% | $4,645-91.9% |