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 | $47,819 | $96,965-50.7% | $97,995-51.2% | $147,584-67.6% |
| Participation rate | 44.4% | 83.6%-39.2pp | 82.4%-37.9pp | 82.8%-38.4pp |
| Annual return | 19.55% | 24.11%-4.6pp | 23.94%-4.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,530 | $4,536-66.3% | $4,158-63.2% | $4,876-68.6% |
| Participant deferral / active EE | $2,690 | $5,081-47.1% | $5,097-47.2% | $5,439-50.5% |
| Admin fee / account holder | $300 | $8,120-96.3% | $5,943-94.9% | $10,885-97.2% |