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 | $23,330-66.5% | $64,489-87.9% | $82,448-90.5% |
| Participation rate | 69.6% | 68.3%+1.3pp | 67.7%+1.9pp | 68.1%+1.5pp |
| Annual return | 20.64% | 83.66%-63.0pp | 55.03%-34.4pp | 41.64%-21.0pp |
| Employer contribution / active EE | $749 | $824-9.1% | $1,523-50.8% | $2,551-70.6% |
| Participant deferral / active EE | $1,969 | $1,707+15.3% | $2,778-29.1% | $4,139-52.4% |
| Admin fee / account holder | $1,211 | $2,946-58.9% | $4,260-71.6% | $7,234-83.3% |