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 | $6,437 | $20,316-68.3% | $66,042-90.3% | $74,304-91.3% |
| Participation rate | 66.4% | 62.8%+3.6pp | 67.5%-1.1pp | 60.3%+6.0pp |
| Annual return | 15.83% | 28.10%-12.3pp | 52.11%-36.3pp | 29.43%-13.6pp |
| Employer contribution / active EE | $626 | $745-15.9% | $1,579-60.4% | $2,241-72.1% |
| Participant deferral / active EE | $884 | $1,615-45.2% | $2,835-68.8% | $3,767-76.5% |
| Admin fee / account holder | $860 | $1,668-48.5% | $5,747-85.0% | $2,969-71.0% |