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 | $24,895 | $71,050-65.0% | $93,606-73.4% | $80,856-69.2% |
| Participation rate | 27.0% | 60.4%-33.4pp | 68.7%-41.7pp | 67.6%-40.6pp |
| Annual return | 11.87% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $628 | $1,564-59.8% | $2,420-74.1% | $2,755-77.2% |
| Participant deferral / active EE | $2,091 | $4,034-48.2% | $4,411-52.6% | $4,296-51.3% |
| Admin fee / account holder | $1,711 | $6,945-75.4% | $8,285-79.4% | $6,918-75.3% |