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 | $11,852 | $77,899-84.8% | $149,673-92.1% | $75,163-84.2% |
| Participation rate | 66.0% | 65.6%+0.4pp | 78.8%-12.8pp | 67.2%-1.2pp |
| Annual return | 29.13% | 31.72%-2.6pp | 134.42%-105.3pp | 160.62%-131.5pp |
| Employer contribution / active EE | $589 | $3,137-81.2% | $4,818-87.8% | $2,670-77.9% |
| Participant deferral / active EE | $2,145 | $3,411-37.1% | $5,680-62.2% | $4,125-48.0% |
| Admin fee / account holder | $2,065 | $5,956-65.3% | $13,210-84.4% | $5,651-63.5% |