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 | $11,174 | $35,183-68.2% | $73,545-84.8% | $70,131-84.1% |
| Participation rate | 41.7% | 42.9%-1.3pp | 54.9%-13.3pp | 69.5%-27.9pp |
| Annual return | 22.54% | 26.90%-4.4pp | -15.16%+37.7pp | 73.14%-50.6pp |
| Employer contribution / active EE | $533 | $709-24.8% | $1,219-56.3% | $2,342-77.3% |
| Participant deferral / active EE | $1,374 | $1,220+12.6% | $1,806-23.9% | $3,332-58.8% |
| Admin fee / account holder | $926 | $2,302-59.8% | $2,320-60.1% | $4,645-80.1% |