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 | $76,407-88.1% | $150,298-93.9% | $82,448-89.0% |
| Participation rate | 63.2% | 66.4%-3.2pp | 77.8%-14.5pp | 68.1%-4.8pp |
| Annual return | 20.28% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $558 | $2,614-78.7% | $4,154-86.6% | $2,551-78.1% |
| Participant deferral / active EE | $1,123 | $3,214-65.1% | $5,453-79.4% | $4,139-72.9% |
| Admin fee / account holder | $306 | $6,352-95.2% | $14,116-97.8% | $7,234-95.8% |