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 | $25,200 | $61,156-58.8% | $185,823-86.4% | $79,386-68.3% |
| Participation rate | 59.0% | 66.6%-7.6pp | 81.7%-22.7pp | 70.7%-11.7pp |
| Annual return | 36.57% | 19.45%+17.1pp | 122.05%-85.5pp | 116.85%-80.3pp |
| Employer contribution / active EE | $682 | $2,321-70.6% | $5,167-86.8% | $2,427-71.9% |
| Participant deferral / active EE | $2,760 | $2,789-1.0% | $5,568-50.4% | $4,046-31.8% |
| Admin fee / account holder | $774 | $710+9.1% | $16,237-95.2% | $626+23.6% |