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 5-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 | $9,150 | $27,827-67.1% | $65,255-86.0% | $71,457-87.2% |
| Participation rate | 45.1% | 57.6%-12.5pp | 65.0%-19.8pp | 67.9%-22.8pp |
| Annual return | 33.71% | 41.58%-7.9pp | 47.35%-13.6pp | 28.85%+4.9pp |
| Employer contribution / active EE | $1,250 | $1,405-11.0% | $1,691-26.1% | $2,588-51.7% |
| Participant deferral / active EE | $1,977 | $1,861+6.2% | $2,831-30.2% | $4,289-53.9% |
| Admin fee / account holder | $1,387 | $3,850-64.0% | $4,112-66.3% | $1,587-12.6% |