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 | $13,568 | $46,553-70.9% | $64,056-78.8% | $75,163-81.9% |
| Participation rate | 69.2% | 65.9%+3.3pp | 72.3%-3.1pp | 67.2%+2.0pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $655 | $1,974-66.8% | $2,747-76.2% | $2,670-75.5% |
| Participant deferral / active EE | $1,505 | $2,837-47.0% | $3,880-61.2% | $4,125-63.5% |
| Admin fee / account holder | $1,944 | $2,952-34.2% | $3,068-36.7% | $5,651-65.6% |