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 | $107,306 | $111,814-4.0% | $103,374+3.8% | $145,959-26.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 19.28% | 24.77%-5.5pp | 24.89%-5.6pp | 561.95%-542.7pp |
| Employer contribution / active EE | $2,378 | $4,214-43.6% | $3,869-38.5% | $4,661-49.0% |
| Participant deferral / active EE | $6,590 | $5,618+17.3% | $5,058+30.3% | $6,689-1.5% |
| Admin fee / account holder | $3,161 | $9,754-67.6% | $8,394-62.3% | $13,398-76.4% |