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 4-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 | $24,383 | $56,053-56.5% | $75,972-67.9% | $80,856-69.8% |
| Participation rate | 64.1% | 62.0%+2.1pp | 69.1%-4.9pp | 67.6%-3.5pp |
| Annual return | 13.02% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $14,316 | $1,874+663.9% | $2,685+433.2% | $2,755+419.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,726 | $5,234-47.9% | $6,467-57.8% | $6,918-60.6% |