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 | $21,590 | $48,795-55.8% | $65,493-67.0% | $84,808-74.5% |
| Participation rate | 48.7% | 67.0%-18.3pp | 73.1%-24.4pp | 68.3%-19.6pp |
| Annual return | 14.29% | 20.20%-5.9pp | 982.45%-968.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $510 | $1,930-73.6% | $2,574-80.2% | $2,631-80.6% |
| Participant deferral / active EE | $1,828 | $2,928-37.6% | $3,961-53.9% | $4,212-56.6% |
| Admin fee / account holder | $4,984 | $3,877+28.5% | $5,028-0.9% | $7,344-32.1% |