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 3-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 | $5,995 | $51,638-88.4% | $68,368-91.2% | $82,448-92.7% |
| Participation rate | 69.2% | 63.6%+5.6pp | 73.8%-4.5pp | 68.1%+1.2pp |
| Annual return | 27.77% | 37.53%-9.8pp | 292.57%-264.8pp | 41.64%-13.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,941 | $2,914-33.4% | $4,123-52.9% | $4,139-53.1% |
| Admin fee / account holder | $453 | $4,643-90.2% | $5,150-91.2% | $7,234-93.7% |