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 | $33,604 | $57,354-41.4% | $83,848-59.9% | $64,186-47.6% |
| Participation rate | 44.9% | 68.6%-23.7pp | 76.1%-31.2pp | 69.6%-24.7pp |
| Annual return | 12.77% | 11.38%+1.4pp | 850.88%-838.1pp | 7.63%+5.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,078 | $2,993+36.2% | $4,082-0.1% | $3,470+17.5% |
| Admin fee / account holder | $838 | $4,046-79.3% | $5,478-84.7% | $4,888-82.9% |