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 | $44,335 | $53,822-17.6% | $75,696-41.4% | $85,850-48.4% |
| Participation rate | 51.1% | 69.1%-17.9pp | 74.8%-23.7pp | 69.3%-18.2pp |
| Annual return | 13.06% | 24.54%-11.5pp | 104.53%-91.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $415 | $2,017-79.4% | $2,743-84.9% | $2,565-83.8% |
| Participant deferral / active EE | $2,296 | $2,895-20.7% | $3,821-39.9% | $3,952-41.9% |
| Admin fee / account holder | $603 | $3,343-82.0% | $3,619-83.3% | $6,260-90.4% |