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 | $24,795 | $56,053-55.8% | $75,972-67.4% | $80,856-69.3% |
| Participation rate | 52.3% | 62.0%-9.8pp | 69.1%-16.8pp | 67.6%-15.4pp |
| Annual return | 16.43% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $919 | $1,874-51.0% | $2,685-65.8% | $2,755-66.7% |
| Participant deferral / active EE | $2,576 | $3,052-15.6% | $4,255-39.5% | $4,296-40.0% |
| Admin fee / account holder | $926 | $5,234-82.3% | $6,467-85.7% | $6,918-86.6% |