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 | $13,060 | $49,915-73.8% | $154,803-91.6% | $74,304-82.4% |
| Participation rate | 17.1% | 54.0%-36.9pp | 78.1%-61.0pp | 60.3%-43.3pp |
| Annual return | 26.79% | 34.06%-7.3pp | 58.88%-32.1pp | 29.43%-2.6pp |
| Employer contribution / active EE | $316 | $1,611-80.4% | $4,305-92.7% | $2,241-85.9% |
| Participant deferral / active EE | $820 | $2,255-63.6% | $5,540-85.2% | $3,767-78.2% |
| Admin fee / account holder | $3,959 | $2,189+80.9% | $14,329-72.4% | $2,969+33.4% |