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 | $14,130 | $81,248-82.6% | $155,509-90.9% | $80,856-82.5% |
| Participation rate | 63.4% | 66.2%-2.8pp | 78.2%-14.8pp | 67.6%-4.2pp |
| Annual return | 12.91% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,109 | $3,100-64.2% | $4,672-76.3% | $2,755-59.8% |
| Participant deferral / active EE | $1,223 | $3,452-64.6% | $5,626-78.3% | $4,296-71.5% |
| Admin fee / account holder | $2,252 | $7,997-71.8% | $15,912-85.8% | $6,918-67.4% |