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 | $45,934 | $78,422-41.4% | $95,952-52.1% | $79,858-42.5% |
| Participation rate | 36.5% | 73.5%-37.0pp | 77.1%-40.6pp | 69.6%-33.1pp |
| Annual return | 17.40% | 19.37%-2.0pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,942 | $3,440-43.5% | $4,167-53.4% | $3,740-48.1% |
| Admin fee / account holder | $495 | $5,622-91.2% | $6,795-92.7% | $5,306-90.7% |