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 | $28,195 | $65,561-57.0% | $86,188-67.3% | $75,163-62.5% |
| Participation rate | 66.3% | 60.5%+5.8pp | 69.0%-2.7pp | 67.2%-0.9pp |
| Annual return | 16.80% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,367 | $1,553-12.0% | $2,380-42.6% | $2,670-48.8% |
| Participant deferral / active EE | $2,496 | $3,024-17.5% | $3,985-37.4% | $4,125-39.5% |
| Admin fee / account holder | $6,029 | $5,474+10.1% | $6,852-12.0% | $5,651+6.7% |