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 4-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 | $73,226 | $58,264+25.7% | $86,612-15.5% | $71,457+2.5% |
| Participation rate | 58.1% | 65.0%-6.9pp | 71.7%-13.6pp | 67.9%-9.8pp |
| Annual return | 19.59% | 21.63%-2.0pp | 591.07%-571.5pp | 28.85%-9.3pp |
| Employer contribution / active EE | $399 | $2,574-84.5% | $3,022-86.8% | $2,588-84.6% |
| Participant deferral / active EE | $2,571 | $3,436-25.2% | $4,438-42.1% | $4,289-40.1% |
| Admin fee / account holder | $1,166 | $1,057+10.3% | $5,614-79.2% | $1,587-26.5% |