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 | $14,126 | $44,960-68.6% | $84,966-83.4% | $74,495-81.0% |
| Participation rate | 64.0% | 49.4%+14.6pp | 67.5%-3.5pp | 67.2%-3.2pp |
| Annual return | 17.34% | 26.24%-8.9pp | 66.38%-49.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,523 | $1,457+4.5% | $2,727-44.2% | $2,623-41.9% |
| Participant deferral / active EE | $2,885 | $2,731+5.7% | $4,519-36.2% | $4,346-33.6% |
| Admin fee / account holder | $654 | $2,209-70.4% | $6,149-89.4% | $1,942-66.3% |