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 | $45,441 | $51,638-12.0% | $68,368-33.5% | $82,448-44.9% |
| Participation rate | 58.3% | 63.6%-5.3pp | 73.8%-15.4pp | 68.1%-9.7pp |
| Annual return | 17.63% | 37.53%-19.9pp | 292.57%-274.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,555 | $2,047-24.0% | $2,649-41.3% | $2,551-39.1% |
| Participant deferral / active EE | $4,275 | $2,914+46.7% | $4,123+3.7% | $4,139+3.3% |
| Admin fee / account holder | $538 | $4,643-88.4% | $5,150-89.5% | $7,234-92.6% |