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 | $42,424 | $95,561-55.6% | $77,163-45.0% | $139,434-69.6% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.95% | 54.92%-45.0pp | 37.87%-27.9pp | 372.94%-363.0pp |
| Employer contribution / active EE | $706 | $3,147-77.6% | $2,535-72.2% | $4,751-85.1% |
| Participant deferral / active EE | $1,036 | $4,624-77.6% | $3,833-73.0% | $6,710-84.6% |
| Admin fee / account holder | $369 | $8,295-95.5% | $5,472-93.2% | $11,403-96.8% |