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 | $41,080 | $78,705-47.8% | $117,854-65.1% | $70,131-41.4% |
| Participation rate | 41.2% | 73.2%-32.0pp | 79.7%-38.5pp | 69.5%-28.4pp |
| Annual return | 14.64% | 23.30%-8.7pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,576 | $3,297-21.9% | $4,482-42.5% | $3,332-22.7% |
| Admin fee / account holder | $901 | $5,065-82.2% | $8,020-88.8% | $4,645-80.6% |