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 | $18,573 | $32,117-42.2% | $71,086-73.9% | $64,186-71.1% |
| Participation rate | 61.9% | 42.7%+19.2pp | 54.7%+7.3pp | 69.6%-7.7pp |
| Annual return | -5.71% | -5.57%-0.1pp | 650.59%-656.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $486 | $712-31.7% | $1,088-55.3% | $2,381-79.6% |
| Participant deferral / active EE | $1,176 | $1,263-6.9% | $1,874-37.3% | $3,470-66.1% |
| Admin fee / account holder | $1,202 | $2,759-56.5% | $3,082-61.0% | $4,888-75.4% |