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 | $43,892 | $95,971-54.3% | $74,550-41.1% | $135,375-67.6% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | 5.72% | 56.96%-51.2pp | 32.53%-26.8pp | 519.73%-514.0pp |
| Employer contribution / active EE | $1,093 | $2,716-59.8% | $1,961-44.3% | $4,779-77.1% |
| Participant deferral / active EE | $2,197 | $3,843-42.8% | $3,108-29.3% | $5,609-60.8% |
| Admin fee / account holder | $2,402 | $6,522-63.2% | $5,060-52.5% | $10,827-77.8% |