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 6-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 | $18,800 | $40,256-53.3% | $57,343-67.2% | $59,632-68.5% |
| Participation rate | 49.2% | 69.2%-20.0pp | 75.1%-25.9pp | 68.7%-19.5pp |
| Annual return | 0.20% | 27.49%-27.3pp | 24.39%-24.2pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,083 | $1,922+8.4% | $2,689-22.5% | $2,203-5.4% |
| Participant deferral / active EE | $1,165 | $2,399-51.5% | $3,162-63.2% | $3,192-63.5% |
| Admin fee / account holder | $1,834 | $2,818-34.9% | $3,356-45.3% | $4,297-57.3% |