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 6-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 | $12,837 | $80,717-84.1% | $154,803-91.7% | $84,808-84.9% |
| Participation rate | 13.7% | 66.8%-53.1pp | 78.1%-64.4pp | 68.3%-54.6pp |
| Annual return | 25.13% | 37.96%-12.8pp | 58.88%-33.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,366 | $3,303-58.7% | $5,540-75.3% | $4,212-67.6% |
| Admin fee / account holder | $1,876 | $6,746-72.2% | $14,329-86.9% | $7,344-74.4% |