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 | $13,890 | $61,774-77.5% | $97,226-85.7% | $80,856-82.8% |
| Participation rate | 57.0% | 63.5%-6.5pp | 72.7%-15.7pp | 67.6%-10.7pp |
| Annual return | 17.60% | -557.90%+575.5pp | 75.13%-57.5pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,582 | $1,837-13.9% | $2,729-42.0% | $2,755-42.6% |
| Participant deferral / active EE | $3,300 | $3,029+9.0% | $4,264-22.6% | $4,296-23.2% |
| Admin fee / account holder | $1,085 | $5,166-79.0% | $5,654-80.8% | $6,918-84.3% |