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 | $27,899 | $114,381-75.6% | $107,525-74.1% | $142,382-80.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 14.41% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,637 | $4,015-59.2% | $3,754-56.4% | $4,299-61.9% |
| Participant deferral / active EE | $3,850 | $5,564-30.8% | $5,116-24.7% | $6,507-40.8% |
| Admin fee / account holder | $2,346 | $9,860-76.2% | $8,919-73.7% | $12,624-81.4% |