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 | $32,403 | $56,317-42.5% | $71,209-54.5% | $74,304-56.4% |
| Participation rate | 35.6% | 55.1%-19.5pp | 73.8%-38.2pp | 60.3%-24.8pp |
| Annual return | 18.67% | 42.83%-24.2pp | 282.51%-263.8pp | 29.43%-10.8pp |
| Employer contribution / active EE | $754 | $2,160-65.1% | $2,721-72.3% | $2,241-66.4% |
| Participant deferral / active EE | $1,756 | $2,788-37.0% | $4,175-57.9% | $3,767-53.4% |
| Admin fee / account holder | $1,511 | $2,290-34.0% | $5,349-71.7% | $2,969-49.1% |