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 4-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 | $11,832 | $24,730-52.2% | $66,042-82.1% | $84,808-86.0% |
| Participation rate | 66.7% | 68.1%-1.4pp | 67.5%-0.8pp | 68.3%-1.6pp |
| Annual return | 20.78% | 79.55%-58.8pp | 52.11%-31.3pp | 40.90%-20.1pp |
| Employer contribution / active EE | $734 | $857-14.3% | $1,579-53.5% | $2,631-72.1% |
| Participant deferral / active EE | $2,679 | $1,737+54.3% | $2,835-5.5% | $4,212-36.4% |
| Admin fee / account holder | $1,887 | $3,014-37.4% | $5,747-67.2% | $7,344-74.3% |