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 | $18,064 | $56,053-67.8% | $75,972-76.2% | $80,856-77.7% |
| Participation rate | 38.3% | 62.0%-23.7pp | 69.1%-30.7pp | 67.6%-29.3pp |
| Annual return | 11.54% | 20.53%-9.0pp | 359.55%-348.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,425 | $3,052-53.3% | $4,255-66.5% | $4,296-66.8% |
| Admin fee / account holder | $2,496 | $5,234-52.3% | $6,467-61.4% | $6,918-63.9% |