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 | $30,250 | $47,944-36.9% | $67,834-55.4% | $62,891-51.9% |
| Participation rate | 37.5% | 61.1%-23.6pp | 68.8%-31.3pp | 69.3%-31.8pp |
| Annual return | 6.16% | 11.77%-5.6pp | 138.47%-132.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $990 | $1,562-36.6% | $2,403-58.8% | $2,281-56.6% |
| Participant deferral / active EE | $2,306 | $2,247+2.7% | $3,160-27.0% | $3,203-28.0% |
| Admin fee / account holder | $4,741 | $3,712+27.7% | $4,622+2.6% | $4,296+10.4% |