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 | $46,407 | $78,422-40.8% | $95,952-51.6% | $79,858-41.9% |
| Participation rate | 53.2% | 73.5%-20.3pp | 77.1%-23.8pp | 69.6%-16.4pp |
| Annual return | 21.40% | 19.37%+2.0pp | 91.61%-70.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $833 | $1,945-57.2% | $2,541-67.2% | $2,471-66.3% |
| Participant deferral / active EE | $2,101 | $3,440-38.9% | $4,167-49.6% | $3,740-43.8% |
| Admin fee / account holder | $520 | $5,622-90.8% | $6,795-92.3% | $5,306-90.2% |