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 | $32,807 | $78,422-58.2% | $95,952-65.8% | $79,858-58.9% |
| Participation rate | 58.4% | 73.5%-15.0pp | 77.1%-18.6pp | 69.6%-11.2pp |
| Annual return | 19.17% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,413 | $1,945-27.3% | $2,541-44.4% | $2,471-42.8% |
| Participant deferral / active EE | $2,974 | $3,440-13.5% | $4,167-28.6% | $3,740-20.5% |
| Admin fee / account holder | $702 | $5,622-87.5% | $6,795-89.7% | $5,306-86.8% |