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 | $7,007 | $60,022-88.3% | $88,946-92.1% | $84,808-91.7% |
| Participation rate | 52.9% | 57.8%-4.9pp | 68.8%-15.9pp | 68.3%-15.4pp |
| Annual return | 17.92% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $563 | $1,703-66.9% | $2,555-78.0% | $2,631-78.6% |
| Participant deferral / active EE | $1,723 | $3,114-44.7% | $4,581-62.4% | $4,212-59.1% |
| Admin fee / account holder | $1,890 | $4,811-60.7% | $8,261-77.1% | $7,344-74.3% |