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 | $10,957 | $107,015-89.8% | $73,545-85.1% | $147,584-92.6% |
| Participation rate | 42.9% | 66.4%-23.5pp | 54.9%-12.1pp | 82.8%-40.0pp |
| Annual return | 20.00% | 38.25%-18.2pp | -15.16%+35.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $982 | $1,760-44.2% | $1,219-19.4% | $4,876-79.9% |
| Participant deferral / active EE | $1,329 | $2,462-46.0% | $1,806-26.4% | $5,439-75.6% |
| Admin fee / account holder | $305 | $3,055-90.0% | $2,320-86.9% | $10,885-97.2% |