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 | $6,763 | $20,316-66.7% | $66,042-89.8% | $74,304-90.9% |
| Participation rate | 62.7% | 62.8%0pp | 67.5%-4.8pp | 60.3%+2.4pp |
| Annual return | 23.23% | 28.10%-4.9pp | 52.11%-28.9pp | 29.43%-6.2pp |
| Employer contribution / active EE | $829 | $745+11.4% | $1,579-47.5% | $2,241-63.0% |
| Participant deferral / active EE | $1,266 | $1,615-21.6% | $2,835-55.3% | $3,767-66.4% |
| Admin fee / account holder | $1,461 | $1,668-12.4% | $5,747-74.6% | $2,969-50.8% |