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 | $44,865 | $52,279-14.2% | $89,391-49.8% | $79,858-43.8% |
| Participation rate | 46.2% | 57.5%-11.4pp | 68.0%-21.8pp | 69.6%-23.5pp |
| Annual return | 14.62% | 22.16%-7.5pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $248 | $1,572-84.2% | $2,586-90.4% | $2,471-89.9% |
| Participant deferral / active EE | $1,076 | $2,740-60.7% | $3,890-72.3% | $3,740-71.2% |
| Admin fee / account holder | $2,101 | $3,356-37.4% | $4,881-57.0% | $5,306-60.4% |