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 | $43,297 | $99,079-56.3% | $77,999-44.5% | $273,961-84.2% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.5%-16.4pp | 83.0%-23.9pp |
| Annual return | 7.58% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,786 | $3,308-46.0% | $2,470-27.7% | $4,869-63.3% |
| Participant deferral / active EE | $2,265 | $4,306-47.4% | $3,497-35.2% | $5,287-57.2% |
| Admin fee / account holder | $401 | $8,954-95.5% | $5,480-92.7% | $10,132-96.0% |