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 | $45,225 | $64,324-29.7% | $118,925-62.0% | $79,858-43.4% |
| Participation rate | 64.8% | 64.9%0pp | 75.4%-10.6pp | 69.6%-4.8pp |
| Annual return | 13.00% | 86.45%-73.4pp | 35.88%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,833 | $1,836-0.2% | $3,263-43.8% | $2,471-25.8% |
| Participant deferral / active EE | $2,487 | $2,824-11.9% | $4,265-41.7% | $3,740-33.5% |
| Admin fee / account holder | $1,952 | $4,040-51.7% | $6,581-70.3% | $5,306-63.2% |