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 | $45,892 | $48,795-5.9% | $65,493-29.9% | $84,808-45.9% |
| Participation rate | 28.0% | 67.0%-39.0pp | 73.1%-45.1pp | 68.3%-40.3pp |
| Annual return | 16.91% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $370 | $1,930-80.8% | $2,574-85.6% | $2,631-85.9% |
| Participant deferral / active EE | $944 | $2,928-67.8% | $3,961-76.2% | $4,212-77.6% |
| Admin fee / account holder | $7,368 | $3,877+90.0% | $5,028+46.5% | $7,344+0.3% |