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 | $23,330 | $35,183-33.7% | $73,545-68.3% | $70,131-66.7% |
| Participation rate | 21.9% | 42.9%-21.1pp | 54.9%-33.1pp | 69.5%-47.7pp |
| Annual return | 128.32% | 26.90%+101.4pp | -15.16%+143.5pp | 73.14%+55.2pp |
| Employer contribution / active EE | $358 | $709-49.5% | $1,219-70.7% | $2,342-84.7% |
| Participant deferral / active EE | $1,643 | $1,220+34.7% | $1,806-9.0% | $3,332-50.7% |
| Admin fee / account holder | $1,838 | $2,302-20.2% | $2,320-20.8% | $4,645-60.4% |