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 | $15,729 | $60,892-74.2% | $82,389-80.9% | $84,808-81.5% |
| Participation rate | 41.7% | 63.3%-21.6pp | 69.5%-27.9pp | 68.3%-26.6pp |
| Annual return | 16.88% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $386 | $1,779-78.3% | $2,517-84.7% | $2,631-85.3% |
| Participant deferral / active EE | $1,405 | $3,179-55.8% | $4,155-66.2% | $4,212-66.6% |
| Admin fee / account holder | $4,914 | $5,467-10.1% | $7,231-32.0% | $7,344-33.1% |