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 5-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 | $20,989 | $60,022-65.0% | $88,946-76.4% | $84,808-75.3% |
| Participation rate | 29.7% | 57.8%-28.1pp | 68.8%-39.1pp | 68.3%-38.6pp |
| Annual return | 26.10% | 22.43%+3.7pp | 57.82%-31.7pp | 40.90%-14.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,652 | $3,114-14.8% | $4,581-42.1% | $4,212-37.0% |
| Admin fee / account holder | $316 | $4,811-93.4% | $8,261-96.2% | $7,344-95.7% |