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 8-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 | $9,757 | $37,426-73.9% | $77,482-87.4% | $79,858-87.8% |
| Participation rate | 65.0% | 41.5%+23.5pp | 54.2%+10.8pp | 69.6%-4.6pp |
| Annual return | 13.73% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $646 | $637+1.5% | $986-34.5% | $2,471-73.8% |
| Participant deferral / active EE | $1,228 | $1,260-2.5% | $1,861-34.0% | $3,740-67.2% |
| Admin fee / account holder | $612 | $2,504-75.6% | $2,858-78.6% | $5,306-88.5% |