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 | $40,898 | $67,823-39.7% | $52,425-22.0% | $137,256-70.2% |
| Participation rate | 46.2% | 63.9%-17.8pp | 55.6%-9.5pp | 80.0%-33.8pp |
| Annual return | 8.17% | 219.11%-210.9pp | 302.12%-294.0pp | 220.34%-212.2pp |
| Employer contribution / active EE | $934 | $1,163-19.7% | $914+2.2% | $4,156-77.5% |
| Participant deferral / active EE | $2,030 | $2,288-11.3% | $1,790+13.4% | $6,407-68.3% |
| Admin fee / account holder | $1,927 | $2,844-32.2% | $2,495-22.8% | $12,270-84.3% |