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 | $20,316-69.0% | $66,042-90.5% | $74,304-91.5% |
| Participation rate | 64.4% | 62.8%+1.6pp | 67.5%-3.2pp | 60.3%+4.0pp |
| Annual return | 21.21% | 28.10%-6.9pp | 52.11%-30.9pp | 29.43%-8.2pp |
| Employer contribution / active EE | $530 | $745-28.8% | $1,579-66.4% | $2,241-76.4% |
| Participant deferral / active EE | $1,450 | $1,615-10.2% | $2,835-48.9% | $3,767-61.5% |
| Admin fee / account holder | $929 | $1,668-44.3% | $5,747-83.8% | $2,969-68.7% |