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 | $31,494 | $39,019-19.3% | $80,716-61.0% | $85,850-63.3% |
| Participation rate | 25.7% | 41.5%-15.8pp | 54.2%-28.5pp | 69.3%-43.6pp |
| Annual return | 18.76% | 26.27%-7.5pp | 87.28%-68.5pp | 318.53%-299.8pp |
| Employer contribution / active EE | $994 | $722+37.6% | $1,160-14.3% | $2,565-61.3% |
| Participant deferral / active EE | $1,600 | $1,326+20.7% | $2,146-25.4% | $3,952-59.5% |
| Admin fee / account holder | $6,197 | $2,431+154.9% | $3,380+83.4% | $6,260-1.0% |