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 | $23,989 | $79,633-69.9% | $93,789-74.4% | $68,494-65.0% |
| Participation rate | 43.8% | 75.4%-31.6pp | 81.0%-37.2pp | 67.9%-24.1pp |
| Annual return | 15.70% | -0.10%+15.8pp | -11.33%+27.0pp | -7.84%+23.5pp |
| Employer contribution / active EE | $1,438 | $3,665-60.8% | $4,323-66.7% | $2,596-44.6% |
| Participant deferral / active EE | $2,984 | $5,158-42.1% | $6,094-51.0% | $4,027-25.9% |
| Admin fee / account holder | $2,501 | $6,871-63.6% | $7,195-65.2% | $5,403-53.7% |