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 | $2,621 | $25,014-89.5% | $69,647-96.2% | $80,856-96.8% |
| Participation rate | 65.8% | 64.2%+1.5pp | 66.5%-0.7pp | 67.6%-1.8pp |
| Annual return | 16.01% | 19.07%-3.1pp | 100.48%-84.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $875 | $993-11.9% | $1,712-48.9% | $2,755-68.3% |
| Participant deferral / active EE | $1,955 | $1,839+6.3% | $2,886-32.3% | $4,296-54.5% |
| Admin fee / account holder | $345 | $2,488-86.2% | $4,713-92.7% | $6,918-95.0% |