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 | $15,863 | $114,381-86.1% | $107,525-85.2% | $142,382-88.9% |
| Participation rate | 23.1% | 78.1%-55.1pp | 75.1%-52.0pp | 80.1%-57.0pp |
| Annual return | 13.23% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,011 | $4,015-74.8% | $3,754-73.1% | $4,299-76.5% |
| Participant deferral / active EE | $1,955 | $5,564-64.9% | $5,116-61.8% | $6,507-69.9% |
| Admin fee / account holder | $4,019 | $9,860-59.2% | $8,919-54.9% | $12,624-68.2% |