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 5-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 | $21,861 | $58,627-62.7% | $76,735-71.5% | $82,448-73.5% |
| Participation rate | 26.7% | 63.2%-36.6pp | 69.5%-42.8pp | 68.1%-41.4pp |
| Annual return | 22.01% | 39.10%-17.1pp | 29.77%-7.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,742 | $3,134-44.4% | $4,088-57.4% | $4,139-57.9% |
| Admin fee / account holder | $772 | $5,323-85.5% | $7,189-89.3% | $7,234-89.3% |