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 7-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 | $7,694 | $25,014-69.2% | $69,647-89.0% | $80,856-90.5% |
| Participation rate | 65.5% | 64.2%+1.2pp | 66.5%-1.0pp | 67.6%-2.2pp |
| Annual return | 15.38% | 19.07%-3.7pp | 100.48%-85.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $707 | $993-28.8% | $1,712-58.7% | $2,755-74.3% |
| Participant deferral / active EE | $1,522 | $1,839-17.2% | $2,886-47.3% | $4,296-64.6% |
| Admin fee / account holder | $1,508 | $2,488-39.4% | $4,713-68.0% | $6,918-78.2% |