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 | $18,688 | $82,664-77.4% | $125,339-85.1% | $68,494-72.7% |
| Participation rate | 64.6% | 75.0%-10.5pp | 82.4%-17.8pp | 67.9%-3.3pp |
| Annual return | 0.54% | -5.97%+6.5pp | 572.05%-571.5pp | -7.84%+8.4pp |
| Employer contribution / active EE | $2,832 | $3,381-16.2% | $4,814-41.2% | $2,596+9.1% |
| Participant deferral / active EE | $5,611 | $6,110-8.2% | $7,446-24.6% | $4,027+39.3% |
| Admin fee / account holder | $1,434 | $6,275-77.2% | $10,010-85.7% | $5,403-73.5% |