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 | $9,705 | $95,561-89.8% | $77,163-87.4% | $139,434-93.0% |
| Participation rate | 37.5% | 73.9%-36.4pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 24.40% | 54.92%-30.5pp | 37.87%-13.5pp | 372.94%-348.5pp |
| Employer contribution / active EE | $602 | $3,147-80.9% | $2,535-76.3% | $4,751-87.3% |
| Participant deferral / active EE | $1,121 | $4,624-75.7% | $3,833-70.7% | $6,710-83.3% |
| Admin fee / account holder | $821 | $8,295-90.1% | $5,472-85.0% | $11,403-92.8% |