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 | $38,357 | $58,828-34.8% | $77,999-50.8% | $62,891-39.0% |
| Participation rate | 62.3% | 71.1%-8.8pp | 75.5%-13.2pp | 69.3%-7.0pp |
| Annual return | 9.33% | 17.16%-7.8pp | 425.96%-416.6pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,420 | $1,672-15.0% | $2,470-42.5% | $2,281-37.7% |
| Participant deferral / active EE | $2,883 | $2,686+7.4% | $3,497-17.5% | $3,203-10.0% |
| Admin fee / account holder | $787 | $4,393-82.1% | $5,480-85.6% | $4,296-81.7% |