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 | $13,600 | $25,014-45.6% | $69,701-80.5% | $80,874-83.2% |
| Participation rate | 41.9% | 64.2%-22.4pp | 66.4%-24.6pp | 67.6%-25.8pp |
| Annual return | 11.81% | 19.07%-7.3pp | 100.32%-88.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $763 | $993-23.2% | $1,713-55.5% | $2,756-72.3% |
| Participant deferral / active EE | $1,948 | $1,839+5.9% | $2,887-32.5% | $4,297-54.7% |
| Admin fee / account holder | $2,326 | $2,488-6.5% | $4,717-50.7% | $6,935-66.5% |