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 | $10,971 | $25,014-56.1% | $69,647-84.2% | $80,856-86.4% |
| Participation rate | 68.8% | 64.2%+4.5pp | 66.5%+2.3pp | 67.6%+1.1pp |
| Annual return | 17.23% | 19.07%-1.8pp | 100.48%-83.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $610 | $993-38.5% | $1,712-64.4% | $2,755-77.8% |
| Participant deferral / active EE | $1,698 | $1,839-7.7% | $2,886-41.2% | $4,296-60.5% |
| Admin fee / account holder | $926 | $2,488-62.8% | $4,713-80.3% | $6,918-86.6% |