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 | $26,538 | $69,515-61.8% | $86,874-69.5% | $85,850-69.1% |
| Participation rate | 46.0% | 66.3%-20.3pp | 71.6%-25.6pp | 69.3%-23.3pp |
| Annual return | 12.42% | 20.12%-7.7pp | 63.52%-51.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $523 | $1,880-72.2% | $2,495-79.0% | $2,565-79.6% |
| Participant deferral / active EE | $2,525 | $2,919-13.5% | $3,699-31.7% | $3,952-36.1% |
| Admin fee / account holder | $562 | $5,972-90.6% | $5,828-90.3% | $6,260-91.0% |