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 6-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 | $15,231 | $57,057-73.3% | $85,009-82.1% | $80,874-81.2% |
| Participation rate | 63.0% | 56.4%+6.6pp | 67.5%-4.5pp | 67.6%-4.7pp |
| Annual return | 14.15% | 21.66%-7.5pp | 66.47%-52.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,609 | $1,799-10.6% | $2,728-41.0% | $2,756-41.6% |
| Participant deferral / active EE | $3,150 | $3,112+1.2% | $4,522-30.3% | $4,297-26.7% |
| Admin fee / account holder | $901 | $4,986-81.9% | $6,153-85.4% | $6,935-87.0% |