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 | $41,922 | $94,031-55.4% | $115,768-63.8% | $82,448-49.2% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.4%-21.9pp | 68.1%-15.5pp |
| Annual return | 21.77% | 20.61%+1.2pp | 100.46%-78.7pp | 41.64%-19.9pp |
| Employer contribution / active EE | $2,388 | $2,323+2.8% | $2,940-18.8% | $2,551-6.4% |
| Participant deferral / active EE | $5,312 | $3,972+33.7% | $4,917+8.0% | $4,139+28.3% |
| Admin fee / account holder | $773 | $10,249-92.5% | $12,439-93.8% | $7,234-89.3% |