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 | $20,340 | $29,051-30.0% | $52,425-61.2% | $67,986-70.1% |
| Participation rate | 30.2% | 30.4%-0.3pp | 55.6%-25.5pp | 57.2%-27.0pp |
| Annual return | 17.91% | 24.00%-6.1pp | 302.12%-284.2pp | 31.67%-13.8pp |
| Employer contribution / active EE | $334 | $412-19.0% | $914-63.5% | $2,019-83.5% |
| Participant deferral / active EE | $1,083 | $873+24.1% | $1,790-39.5% | $3,358-67.7% |
| Admin fee / account holder | $2,489 | $2,113+17.8% | $2,495-0.2% | $3,203-22.3% |