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 6-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 | $15,105 | $60,892-75.2% | $82,389-81.7% | $84,808-82.2% |
| Participation rate | 63.8% | 63.3%+0.5pp | 69.5%-5.8pp | 68.3%-4.5pp |
| Annual return | 18.07% | 37.29%-19.2pp | 28.67%-10.6pp | 40.90%-22.8pp |
| Employer contribution / active EE | $421 | $1,779-76.3% | $2,517-83.3% | $2,631-84.0% |
| Participant deferral / active EE | $1,743 | $3,179-45.2% | $4,155-58.1% | $4,212-58.6% |
| Admin fee / account holder | $3,446 | $5,467-37.0% | $7,231-52.3% | $7,344-53.1% |