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 | $23,840 | $67,984-64.9% | $65,493-63.6% | $74,304-67.9% |
| Participation rate | 44.2% | 66.3%-22.1pp | 73.1%-28.9pp | 60.3%-16.1pp |
| Annual return | 15.81% | 19.87%-4.1pp | 982.45%-966.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,339 | $2,491-46.3% | $2,574-48.0% | $2,241-40.3% |
| Participant deferral / active EE | $3,117 | $3,346-6.9% | $3,961-21.3% | $3,767-17.3% |
| Admin fee / account holder | $1,602 | $1,373+16.7% | $5,028-68.1% | $2,969-46.0% |