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 | $40,146 | $37,426+7.3% | $77,482-48.2% | $79,858-49.7% |
| Participation rate | 42.5% | 41.5%+1.0pp | 54.2%-11.7pp | 69.6%-27.1pp |
| Annual return | 14.11% | 39.70%-25.6pp | 54.79%-40.7pp | 31.71%-17.6pp |
| Employer contribution / active EE | $182 | $637-71.4% | $986-81.5% | $2,471-92.6% |
| Participant deferral / active EE | $633 | $1,260-49.7% | $1,861-66.0% | $3,740-83.1% |
| Admin fee / account holder | $6,361 | $2,504+154.0% | $2,858+122.6% | $5,306+19.9% |