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 | $41,112 | $48,795-15.7% | $65,493-37.2% | $84,808-51.5% |
| Participation rate | 56.3% | 67.0%-10.7pp | 73.1%-16.8pp | 68.3%-12.1pp |
| Annual return | 11.82% | 20.20%-8.4pp | 982.45%-970.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $891 | $1,930-53.8% | $2,574-65.4% | $2,631-66.1% |
| Participant deferral / active EE | $2,769 | $2,928-5.5% | $3,961-30.1% | $4,212-34.3% |
| Admin fee / account holder | $15,165 | $3,877+291.2% | $5,028+201.6% | $7,344+106.5% |