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 | $5,374 | $20,316-73.5% | $66,042-91.9% | $74,304-92.8% |
| Participation rate | 67.7% | 62.8%+4.9pp | 67.5%+0.2pp | 60.3%+7.3pp |
| Annual return | 39.03% | 28.10%+10.9pp | 52.11%-13.1pp | 29.43%+9.6pp |
| Employer contribution / active EE | $615 | $745-17.4% | $1,579-61.0% | $2,241-72.5% |
| Participant deferral / active EE | $1,084 | $1,615-32.9% | $2,835-61.8% | $3,767-71.2% |
| Admin fee / account holder | $904 | $1,668-45.8% | $5,747-84.3% | $2,969-69.6% |