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 | $8,693 | $57,590-84.9% | $86,233-89.9% | $82,448-89.5% |
| Participation rate | 65.1% | 57.9%+7.3pp | 69.0%-3.9pp | 68.1%-3.0pp |
| Annual return | 18.73% | 22.41%-3.7pp | 61.39%-42.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,854 | $3,080+25.1% | $4,559-15.5% | $4,139-6.9% |
| Admin fee / account holder | $1,603 | $4,730-66.1% | $8,342-80.8% | $7,234-77.8% |