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 | $25,970 | $48,795-46.8% | $65,493-60.3% | $84,808-69.4% |
| Participation rate | 21.1% | 67.0%-45.9pp | 73.1%-52.0pp | 68.3%-47.3pp |
| Annual return | 17.48% | 20.20%-2.7pp | 982.45%-965.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $385 | $1,930-80.0% | $2,574-85.0% | $2,631-85.4% |
| Participant deferral / active EE | $877 | $2,928-70.0% | $3,961-77.8% | $4,212-79.2% |
| Admin fee / account holder | $5,743 | $3,877+48.1% | $5,028+14.2% | $7,344-21.8% |