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 6-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 | $57,755 | $104,974-45.0% | $95,585-39.6% | $142,382-59.4% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.1%-11.0pp | 80.1%-19.0pp |
| Annual return | 14.43% | 210.33%-195.9pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,952 | $2,779-29.8% | $2,527-22.8% | $4,299-54.6% |
| Participant deferral / active EE | $4,084 | $4,352-6.2% | $4,023+1.5% | $6,507-37.2% |
| Admin fee / account holder | $11,424 | $6,386+78.9% | $6,127+86.4% | $12,624-9.5% |