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 | $43,344 | $63,346-31.6% | $92,233-53.0% | $70,131-38.2% |
| Participation rate | 41.2% | 68.7%-27.5pp | 76.5%-35.3pp | 69.5%-28.4pp |
| Annual return | 21.93% | 530.12%-508.2pp | 176.28%-154.4pp | 73.14%-51.2pp |
| Employer contribution / active EE | $997 | $2,471-59.7% | $3,679-72.9% | $2,342-57.5% |
| Participant deferral / active EE | $2,207 | $2,854-22.7% | $3,897-43.4% | $3,332-33.8% |
| Admin fee / account holder | $3,973 | $3,840+3.5% | $5,194-23.5% | $4,645-14.5% |