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 | $7,532 | $20,316-62.9% | $66,042-88.6% | $74,304-89.9% |
| Participation rate | 65.1% | 62.8%+2.4pp | 67.5%-2.4pp | 60.3%+4.8pp |
| Annual return | 17.95% | 28.10%-10.2pp | 52.11%-34.2pp | 29.43%-11.5pp |
| Employer contribution / active EE | $364 | $745-51.1% | $1,579-76.9% | $2,241-83.7% |
| Participant deferral / active EE | $1,942 | $1,615+20.2% | $2,835-31.5% | $3,767-48.4% |
| Admin fee / account holder | $2,410 | $1,668+44.5% | $5,747-58.1% | $2,969-18.8% |