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 | $12,616 | $110,261-88.6% | $95,745-86.8% | $139,434-91.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 18.77% | 27.11%-8.3pp | 28.35%-9.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,442 | $3,257-55.7% | $2,835-49.1% | $4,751-69.6% |
| Participant deferral / active EE | $2,444 | $4,676-47.7% | $4,245-42.4% | $6,710-63.6% |
| Admin fee / account holder | $790 | $6,613-88.1% | $5,678-86.1% | $11,403-93.1% |