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 | $32,338 | $47,479-31.9% | $62,929-48.6% | $82,448-60.8% |
| Participation rate | 48.0% | 66.9%-18.9pp | 73.1%-25.1pp | 68.1%-20.1pp |
| Annual return | 18.90% | 20.34%-1.4pp | 1063.93%-1045.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $533 | $1,885-71.7% | $2,505-78.7% | $2,551-79.1% |
| Participant deferral / active EE | $2,328 | $2,870-18.9% | $3,888-40.1% | $4,139-43.8% |
| Admin fee / account holder | $331 | $3,804-91.3% | $5,065-93.5% | $7,234-95.4% |