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 | $30,034 | $70,475-57.4% | $100,516-70.1% | $79,858-62.4% |
| Participation rate | 69.7% | 73.7%-4.0pp | 79.4%-9.7pp | 69.6%+0.1pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,308 | $2,165+6.6% | $3,418-32.5% | $2,471-6.6% |
| Participant deferral / active EE | $4,092 | $5,181-21.0% | $6,270-34.7% | $3,740+9.4% |
| Admin fee / account holder | $389 | $4,478-91.3% | $8,081-95.2% | $5,306-92.7% |