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 | $46,436 | $48,795-4.8% | $65,493-29.1% | $84,808-45.2% |
| Participation rate | 34.8% | 67.0%-32.2pp | 73.1%-38.3pp | 68.3%-33.5pp |
| Annual return | 13.79% | 20.20%-6.4pp | 982.45%-968.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $711 | $1,930-63.2% | $2,574-72.4% | $2,631-73.0% |
| Participant deferral / active EE | $1,070 | $2,928-63.5% | $3,961-73.0% | $4,212-74.6% |
| Admin fee / account holder | $2,313 | $3,877-40.3% | $5,028-54.0% | $7,344-68.5% |