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 | $43,649 | $83,337-47.6% | $67,834-35.7% | $273,961-84.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 7.10% | 259.45%-252.3pp | 138.47%-131.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $883 | $3,287-73.1% | $2,403-63.2% | $4,869-81.9% |
| Participant deferral / active EE | $3,108 | $4,088-24.0% | $3,160-1.6% | $5,287-41.2% |
| Admin fee / account holder | $301 | $6,752-95.5% | $4,622-93.5% | $10,132-97.0% |