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 | $17,678 | $77,899-77.3% | $149,673-88.2% | $75,163-76.5% |
| Participation rate | 61.0% | 65.6%-4.6pp | 78.8%-17.7pp | 67.2%-6.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,756 | $3,137-44.0% | $4,818-63.5% | $2,670-34.2% |
| Participant deferral / active EE | $4,470 | $3,411+31.0% | $5,680-21.3% | $4,125+8.4% |
| Admin fee / account holder | $723 | $5,956-87.9% | $13,210-94.5% | $5,651-87.2% |