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 3-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 | $21,473 | $64,839-66.9% | $95,585-77.5% | $84,808-74.7% |
| Participation rate | 54.3% | 63.8%-9.5pp | 72.1%-17.8pp | 68.3%-14.0pp |
| Annual return | 22.28% | -670.96%+693.2pp | 38.56%-16.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,228 | $1,759-30.2% | $2,527-51.4% | $2,631-53.3% |
| Participant deferral / active EE | $3,981 | $2,965+34.3% | $4,023-1.0% | $4,212-5.5% |
| Admin fee / account holder | $325 | $5,964-94.6% | $6,127-94.7% | $7,344-95.6% |