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 3-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 | $7,823 | $24,730-68.4% | $66,042-88.2% | $84,808-90.8% |
| Participation rate | 69.6% | 68.1%+1.5pp | 67.5%+2.1pp | 68.3%+1.3pp |
| Annual return | 20.64% | 79.55%-58.9pp | 52.11%-31.5pp | 40.90%-20.3pp |
| Employer contribution / active EE | $749 | $857-12.6% | $1,579-52.6% | $2,631-71.5% |
| Participant deferral / active EE | $1,969 | $1,737+13.3% | $2,835-30.6% | $4,212-53.3% |
| Admin fee / account holder | $1,211 | $3,014-59.8% | $5,747-78.9% | $7,344-83.5% |