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 | $43,290 | $99,652-56.6% | $78,778-45.0% | $147,584-70.7% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | 31.40% | 47.28%-15.9pp | 35.62%-4.2pp | 578.55%-547.1pp |
| Employer contribution / active EE | $685 | $2,796-75.5% | $1,986-65.5% | $4,876-86.0% |
| Participant deferral / active EE | $1,933 | $3,664-47.2% | $2,958-34.7% | $5,439-64.5% |
| Admin fee / account holder | $497 | $7,155-93.1% | $5,134-90.3% | $10,885-95.4% |