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 | $5,067 | $25,014-79.7% | $69,647-92.7% | $80,856-93.7% |
| Participation rate | 65.1% | 64.2%+0.8pp | 66.5%-1.4pp | 67.6%-2.6pp |
| Annual return | 17.77% | 19.07%-1.3pp | 100.48%-82.7pp | 35.59%-17.8pp |
| Employer contribution / active EE | $706 | $993-28.9% | $1,712-58.8% | $2,755-74.4% |
| Participant deferral / active EE | $1,521 | $1,839-17.3% | $2,886-47.3% | $4,296-64.6% |
| Admin fee / account holder | $881 | $2,488-64.6% | $4,713-81.3% | $6,918-87.3% |