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 | $37,337 | $48,795-23.5% | $65,493-43.0% | $84,808-56.0% |
| Participation rate | 33.9% | 67.0%-33.1pp | 73.1%-39.2pp | 68.3%-34.4pp |
| Annual return | 21.94% | 20.20%+1.7pp | 982.45%-960.5pp | 40.90%-19.0pp |
| Employer contribution / active EE | $714 | $1,930-63.0% | $2,574-72.3% | $2,631-72.9% |
| Participant deferral / active EE | $2,682 | $2,928-8.4% | $3,961-32.3% | $4,212-36.3% |
| Admin fee / account holder | $1,182 | $3,877-69.5% | $5,028-76.5% | $7,344-83.9% |