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 | $44,704 | $65,395-31.6% | $182,532-75.5% | $72,985-38.7% |
| Participation rate | 34.2% | 65.4%-31.2pp | 78.0%-43.8pp | 69.5%-35.3pp |
| Annual return | 20.16% | 27.68%-7.5pp | 148.54%-128.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,512 | $3,563-29.5% | $5,524-54.5% | $3,607-30.4% |
| Admin fee / account holder | $653 | $4,245-84.6% | $8,592-92.4% | $5,124-87.3% |