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 | $27,177 | $32,037-15.2% | $69,182-60.7% | $62,891-56.8% |
| Participation rate | 48.9% | 43.4%+5.5pp | 55.1%-6.2pp | 69.3%-20.4pp |
| Annual return | 4.81% | 15.16%-10.4pp | -21.93%+26.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $530 | $679-21.9% | $1,206-56.0% | $2,281-76.8% |
| Participant deferral / active EE | $824 | $1,185-30.5% | $1,897-56.6% | $3,203-74.3% |
| Admin fee / account holder | $753 | $2,608-71.1% | $2,697-72.1% | $4,296-82.5% |