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 | $6,958 | $32,037-78.3% | $69,182-89.9% | $62,891-88.9% |
| Participation rate | 48.8% | 43.4%+5.4pp | 55.1%-6.3pp | 69.3%-20.5pp |
| Annual return | 8.19% | 15.16%-7.0pp | -21.93%+30.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $655 | $679-3.5% | $1,206-45.7% | $2,281-71.3% |
| Participant deferral / active EE | $741 | $1,185-37.5% | $1,897-60.9% | $3,203-76.9% |
| Admin fee / account holder | $347 | $2,608-86.7% | $2,697-87.1% | $4,296-91.9% |