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 | $45,755 | $32,117+42.5% | $71,086-35.6% | $64,186-28.7% |
| Participation rate | 33.3% | 42.7%-9.4pp | 54.7%-21.3pp | 69.6%-36.2pp |
| Annual return | -8.89% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $416 | $712-41.5% | $1,088-61.7% | $2,381-82.5% |
| Participant deferral / active EE | $1,517 | $1,263+20.1% | $1,874-19.1% | $3,470-56.3% |
| Admin fee / account holder | $585 | $2,759-78.8% | $3,082-81.0% | $4,888-88.0% |