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 | $45,650 | $48,795-6.4% | $65,493-30.3% | $84,808-46.2% |
| Participation rate | 35.6% | 67.0%-31.4pp | 73.1%-37.5pp | 68.3%-32.8pp |
| Annual return | 15.80% | 20.20%-4.4pp | 982.45%-966.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,263 | $2,928+148.0% | $3,961+83.4% | $4,212+72.5% |
| Admin fee / account holder | $630 | $3,877-83.8% | $5,028-87.5% | $7,344-91.4% |