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 | $34,127 | $83,337-59.0% | $67,834-49.7% | $273,961-87.5% |
| Participation rate | 47.6% | 76.4%-28.8pp | 68.8%-21.2pp | 83.0%-35.4pp |
| Annual return | 4.34% | 259.45%-255.1pp | 138.47%-134.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $567 | $3,287-82.8% | $2,403-76.4% | $4,869-88.4% |
| Participant deferral / active EE | $1,316 | $4,088-67.8% | $3,160-58.3% | $5,287-75.1% |
| Admin fee / account holder | $3,847 | $6,752-43.0% | $4,622-16.8% | $10,132-62.0% |