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 | $33,372 | $99,079-66.3% | $77,999-57.2% | $273,961-87.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 6.81% | 217.93%-211.1pp | 425.96%-419.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $431 | $3,308-87.0% | $2,470-82.6% | $4,869-91.1% |
| Participant deferral / active EE | $3,836 | $4,306-10.9% | $3,497+9.7% | $5,287-27.5% |
| Admin fee / account holder | $356 | $8,954-96.0% | $5,480-93.5% | $10,132-96.5% |