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 | $16,093 | $56,317-71.4% | $71,209-77.4% | $74,304-78.3% |
| Participation rate | 57.4% | 55.1%+2.2pp | 73.8%-16.4pp | 60.3%-3.0pp |
| Annual return | 22.01% | 42.83%-20.8pp | 282.51%-260.5pp | 29.43%-7.4pp |
| Employer contribution / active EE | $1,999 | $2,160-7.5% | $2,721-26.5% | $2,241-10.8% |
| Participant deferral / active EE | $3,267 | $2,788+17.2% | $4,175-21.8% | $3,767-13.3% |
| Admin fee / account holder | $1,921 | $2,290-16.1% | $5,349-64.1% | $2,969-35.3% |