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 | $41,041 | $69,515-41.0% | $86,874-52.8% | $85,850-52.2% |
| Participation rate | 61.7% | 66.3%-4.6pp | 71.6%-9.9pp | 69.3%-7.6pp |
| Annual return | 12.80% | 20.12%-7.3pp | 63.52%-50.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $812 | $1,880-56.8% | $2,495-67.5% | $2,565-68.3% |
| Participant deferral / active EE | $2,301 | $2,919-21.2% | $3,699-37.8% | $3,952-41.8% |
| Admin fee / account holder | $7,699 | $5,972+28.9% | $5,828+32.1% | $6,260+23.0% |