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 | $20,739 | $58,627-64.6% | $76,735-73.0% | $82,448-74.8% |
| Participation rate | 56.1% | 63.2%-7.1pp | 69.5%-13.4pp | 68.1%-12.0pp |
| Annual return | 0.00% | 39.10%-39.1pp | 29.77%-29.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,375 | $1,729-20.5% | $2,454-44.0% | $2,551-46.1% |
| Participant deferral / active EE | $1,944 | $3,134-38.0% | $4,088-52.5% | $4,139-53.0% |
| Admin fee / account holder | $2,182 | $5,323-59.0% | $7,189-69.6% | $7,234-69.8% |