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 | $99,281 | $89,753+10.6% | $107,525-7.7% | $84,808+17.1% |
| Participation rate | 40.7% | 68.1%-27.3pp | 75.1%-34.3pp | 68.3%-27.6pp |
| Annual return | 21.79% | 29.48%-7.7pp | 181.32%-159.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,628 | $3,113-47.7% | $3,754-56.6% | $2,631-38.1% |
| Participant deferral / active EE | $4,202 | $4,056+3.6% | $5,116-17.9% | $4,212-0.2% |
| Admin fee / account holder | $625 | $7,222-91.3% | $8,919-93.0% | $7,344-91.5% |