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 | $56,019 | $85,006-34.1% | $76,190-26.5% | $145,922-61.6% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.3%-12.6pp | 80.3%-13.6pp |
| Annual return | 11.28% | 13.11%-1.8pp | 13.78%-2.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,864 | $5,265-26.6% | $4,578-15.6% | $4,660-17.1% |
| Participant deferral / active EE | $6,545 | $6,392+2.4% | $5,474+19.6% | $6,688-2.1% |
| Admin fee / account holder | $3,619 | $5,760-37.2% | $5,123-29.4% | $13,397-73.0% |