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 3-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 | $9,319 | $101,618-90.8% | $93,063-90.0% | $137,256-93.2% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 30.26% | 223.95%-193.7pp | 34.15%-3.9pp | 220.34%-190.1pp |
| Employer contribution / active EE | $736 | $2,707-72.8% | $2,476-70.3% | $4,156-82.3% |
| Participant deferral / active EE | $1,580 | $4,279-63.1% | $3,958-60.1% | $6,407-75.3% |
| Admin fee / account holder | $1,647 | $6,198-73.4% | $6,033-72.7% | $12,270-86.6% |