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 | $9,101 | $80,717-88.7% | $154,803-94.1% | $84,808-89.3% |
| Participation rate | 63.2% | 66.8%-3.6pp | 78.1%-14.8pp | 68.3%-5.1pp |
| Annual return | 20.28% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $558 | $2,761-79.8% | $4,305-87.0% | $2,631-78.8% |
| Participant deferral / active EE | $1,123 | $3,303-66.0% | $5,540-79.7% | $4,212-73.3% |
| Admin fee / account holder | $306 | $6,746-95.5% | $14,329-97.9% | $7,344-95.8% |