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 | $10,912 | $22,587-51.7% | $65,255-83.3% | $75,163-85.5% |
| Participation rate | 69.7% | 63.1%+6.6pp | 65.0%+4.7pp | 67.2%+2.5pp |
| Annual return | 26.03% | 71.03%-45.0pp | 47.35%-21.3pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,870 | $941+98.9% | $1,691+10.6% | $2,670-29.9% |
| Participant deferral / active EE | $2,951 | $1,695+74.0% | $2,831+4.2% | $4,125-28.5% |
| Admin fee / account holder | $992 | $1,876-47.1% | $4,112-75.9% | $5,651-82.4% |