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 | $6,297 | $16,790-62.5% | $64,489-90.2% | $67,986-90.7% |
| Participation rate | 64.4% | 62.4%+1.9pp | 67.7%-3.3pp | 57.2%+7.1pp |
| Annual return | 21.21% | 30.55%-9.3pp | 55.03%-33.8pp | 31.67%-10.5pp |
| Employer contribution / active EE | $530 | $648-18.2% | $1,523-65.2% | $2,019-73.7% |
| Participant deferral / active EE | $1,450 | $1,510-4.0% | $2,778-47.8% | $3,358-56.8% |
| Admin fee / account holder | $929 | $1,690-45.0% | $4,260-78.2% | $3,203-71.0% |