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 | $85,004-34.1% | $76,284-26.6% | $145,959-61.6% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.2%-12.6pp | 80.3%-13.6pp |
| Annual return | 11.28% | 13.11%-1.8pp | 13.77%-2.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,864 | $5,265-26.6% | $4,585-15.7% | $4,661-17.1% |
| Participant deferral / active EE | $6,545 | $6,390+2.4% | $5,478+19.5% | $6,689-2.1% |
| Admin fee / account holder | $3,619 | $5,760-37.2% | $5,131-29.5% | $13,398-73.0% |