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 | $15,641 | $32,037-51.2% | $69,182-77.4% | $62,891-75.1% |
| Participation rate | 22.6% | 43.4%-20.8pp | 55.1%-32.5pp | 69.3%-46.7pp |
| Annual return | 7.70% | 15.16%-7.5pp | -21.93%+29.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $369 | $679-45.7% | $1,206-69.4% | $2,281-83.8% |
| Participant deferral / active EE | $875 | $1,185-26.2% | $1,897-53.9% | $3,203-72.7% |
| Admin fee / account holder | $795 | $2,608-69.5% | $2,697-70.5% | $4,296-81.5% |