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 | $14,250 | $51,045-72.1% | $70,515-79.8% | $71,457-80.1% |
| Participation rate | 24.6% | 59.4%-34.8pp | 68.3%-43.7pp | 67.9%-43.3pp |
| Annual return | 14.32% | 42.63%-28.3pp | 32.77%-18.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $605 | $1,790-66.2% | $2,973-79.6% | $2,588-76.6% |
| Participant deferral / active EE | $1,071 | $3,026-64.6% | $4,567-76.5% | $4,289-75.0% |
| Admin fee / account holder | $1,312 | $1,994-34.2% | $6,412-79.5% | $1,587-17.3% |