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 | $11,196 | $58,627-80.9% | $76,735-85.4% | $82,448-86.4% |
| Participation rate | 27.7% | 63.2%-35.5pp | 69.5%-41.8pp | 68.1%-40.4pp |
| Annual return | 16.65% | 39.10%-22.5pp | 29.77%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $676 | $1,729-60.9% | $2,454-72.4% | $2,551-73.5% |
| Participant deferral / active EE | $1,856 | $3,134-40.8% | $4,088-54.6% | $4,139-55.2% |
| Admin fee / account holder | $891 | $5,323-83.3% | $7,189-87.6% | $7,234-87.7% |