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 | $58,627-74.2% | $76,735-80.3% | $82,448-81.7% |
| Participation rate | 63.8% | 63.2%+0.5pp | 69.5%-5.7pp | 68.1%-4.3pp |
| Annual return | 18.07% | 39.10%-21.0pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $421 | $1,729-75.7% | $2,454-82.8% | $2,551-83.5% |
| Participant deferral / active EE | $1,743 | $3,134-44.4% | $4,088-57.4% | $4,139-57.9% |
| Admin fee / account holder | $3,446 | $5,323-35.3% | $7,189-52.1% | $7,234-52.4% |