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 | $9,547 | $60,022-84.1% | $88,946-89.3% | $84,808-88.7% |
| Participation rate | 64.4% | 57.8%+6.6pp | 68.8%-4.4pp | 68.3%-3.9pp |
| Annual return | 14.59% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $806 | $1,703-52.7% | $2,555-68.5% | $2,631-69.4% |
| Participant deferral / active EE | $2,084 | $3,114-33.1% | $4,581-54.5% | $4,212-50.5% |
| Admin fee / account holder | $1,808 | $4,811-62.4% | $8,261-78.1% | $7,344-75.4% |