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 | $40,017 | $49,922-19.8% | $80,569-50.3% | $75,163-46.8% |
| Participation rate | 23.8% | 55.3%-31.5pp | 67.0%-43.2pp | 67.2%-43.4pp |
| Annual return | 17.59% | 34.69%-17.1pp | 935.43%-917.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $637 | $1,698-62.5% | $2,723-76.6% | $2,670-76.2% |
| Participant deferral / active EE | $2,298 | $2,990-23.1% | $4,447-48.3% | $4,125-44.3% |
| Admin fee / account holder | $14,838 | $3,577+314.8% | $5,377+175.9% | $5,651+162.6% |