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 | $31,317 | $91,190-65.7% | $178,490-82.5% | $79,858-60.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 22.74% | 24.19%-1.4pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $923 | $3,256-71.7% | $5,011-81.6% | $2,471-62.6% |
| Participant deferral / active EE | $2,381 | $3,236-26.4% | $5,202-54.2% | $3,740-36.3% |
| Admin fee / account holder | $408 | $6,751-94.0% | $13,984-97.1% | $5,306-92.3% |