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 | $27,385 | $48,364-43.4% | $71,796-61.9% | $62,891-56.5% |
| Participation rate | 66.2% | 60.6%+5.6pp | 69.1%-2.9pp | 69.3%-3.1pp |
| Annual return | 7.72% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,921 | $1,042+84.4% | $1,924-0.2% | $2,281-15.8% |
| Participant deferral / active EE | $3,039 | $2,091+45.3% | $2,794+8.7% | $3,203-5.1% |
| Admin fee / account holder | $1,107 | $3,771-70.6% | $4,815-77.0% | $4,296-74.2% |