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 | $13,850 | $20,316-31.8% | $66,042-79.0% | $74,304-81.4% |
| Participation rate | 51.0% | 62.8%-11.7pp | 67.5%-16.5pp | 60.3%-9.3pp |
| Annual return | 20.34% | 28.10%-7.8pp | 52.11%-31.8pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,119 | $745+50.2% | $1,579-29.2% | $2,241-50.1% |
| Participant deferral / active EE | $1,983 | $1,615+22.8% | $2,835-30.1% | $3,767-47.4% |
| Admin fee / account holder | $485 | $1,668-70.9% | $5,747-91.6% | $2,969-83.7% |