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 | $10,698 | $73,867-85.5% | $143,757-92.6% | $68,494-84.4% |
| Participation rate | 45.8% | 66.7%-20.8pp | 80.3%-34.5pp | 67.9%-22.1pp |
| Annual return | 38.28% | 1.01%+37.3pp | -0.04%+38.3pp | -7.84%+46.1pp |
| Employer contribution / active EE | $1,474 | $3,184-53.7% | $4,951-70.2% | $2,596-43.2% |
| Participant deferral / active EE | $2,393 | $3,384-29.3% | $5,637-57.6% | $4,027-40.6% |
| Admin fee / account holder | $325 | $5,755-94.3% | $14,673-97.8% | $5,403-94.0% |