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 | $29,838 | $102,616-70.9% | $81,983-63.6% | $158,922-81.2% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.2%-13.7pp | 82.0%-26.4pp |
| Annual return | 13.45% | 61.04%-47.6pp | 41.31%-27.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $756 | $3,240-76.7% | $2,498-69.7% | $4,761-84.1% |
| Participant deferral / active EE | $2,751 | $4,648-40.8% | $3,722-26.1% | $5,982-54.0% |
| Admin fee / account holder | $4,938 | $8,235-40.0% | $5,664-12.8% | $11,246-56.1% |