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 | $19,415 | $71,050-72.7% | $93,606-79.3% | $80,856-76.0% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.6%-26.7pp |
| Annual return | 13.98% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $968 | $1,564-38.1% | $2,420-60.0% | $2,755-64.9% |
| Participant deferral / active EE | $1,570 | $4,034-61.1% | $4,411-64.4% | $4,296-63.5% |
| Admin fee / account holder | $610 | $6,945-91.2% | $8,285-92.6% | $6,918-91.2% |