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 4-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 | $6,623 | $16,790-60.6% | $64,489-89.7% | $67,986-90.3% |
| Participation rate | 25.0% | 62.4%-37.4pp | 67.7%-42.7pp | 57.2%-32.2pp |
| Annual return | 19.60% | 30.55%-10.9pp | 55.03%-35.4pp | 31.67%-12.1pp |
| Employer contribution / active EE | $242 | $648-62.7% | $1,523-84.1% | $2,019-88.0% |
| Participant deferral / active EE | $894 | $1,510-40.8% | $2,778-67.8% | $3,358-73.4% |
| Admin fee / account holder | $1,419 | $1,690-16.0% | $4,260-66.7% | $3,203-55.7% |