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 | $6,735 | $118,427-94.3% | $66,042-89.8% | $142,382-95.3% |
| Participation rate | 68.8% | 68.1%+0.6pp | 67.5%+1.2pp | 80.1%-11.4pp |
| Annual return | 15.56% | 35.57%-20.0pp | 52.11%-36.6pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $634 | $4,311-85.3% | $2,835-77.6% | $6,507-90.3% |
| Admin fee / account holder | $1,014 | $9,593-89.4% | $5,747-82.4% | $12,624-92.0% |