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 | $37,699 | $61,774-39.0% | $97,226-61.2% | $80,856-53.4% |
| Participation rate | 34.5% | 63.5%-29.0pp | 72.7%-38.2pp | 67.6%-33.2pp |
| Annual return | 20.80% | -557.90%+578.7pp | 75.13%-54.3pp | 35.59%-14.8pp |
| Employer contribution / active EE | $886 | $1,837-51.7% | $2,729-67.5% | $2,755-67.8% |
| Participant deferral / active EE | $1,545 | $3,029-49.0% | $4,264-63.8% | $4,296-64.0% |
| Admin fee / account holder | $1,006 | $5,166-80.5% | $5,654-82.2% | $6,918-85.5% |