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 | $19,814 | $32,117-38.3% | $71,086-72.1% | $64,186-69.1% |
| Participation rate | 45.5% | 42.7%+2.8pp | 54.7%-9.2pp | 69.6%-24.1pp |
| Annual return | -9.90% | -5.57%-4.3pp | 650.59%-660.5pp | 7.63%-17.5pp |
| Employer contribution / active EE | $783 | $712+10.0% | $1,088-28.0% | $2,381-67.1% |
| Participant deferral / active EE | $2,247 | $1,263+77.9% | $1,874+19.9% | $3,470-35.2% |
| Admin fee / account holder | $880 | $2,759-68.1% | $3,082-71.5% | $4,888-82.0% |