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 | $6,679 | $25,014-73.3% | $69,647-90.4% | $80,856-91.7% |
| Participation rate | 68.5% | 64.2%+4.3pp | 66.5%+2.1pp | 67.6%+0.9pp |
| Annual return | 17.98% | 19.07%-1.1pp | 100.48%-82.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $674 | $993-32.1% | $1,712-60.6% | $2,755-75.5% |
| Participant deferral / active EE | $1,967 | $1,839+7.0% | $2,886-31.8% | $4,296-54.2% |
| Admin fee / account holder | $903 | $2,488-63.7% | $4,713-80.8% | $6,918-86.9% |