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 | $23,463 | $106,584-78.0% | $101,326-76.8% | $142,382-83.5% |
| Participation rate | 61.1% | 82.7%-21.6pp | 81.5%-20.4pp | 80.1%-19.0pp |
| Annual return | 36.02% | 36.93%-0.9pp | 36.82%-0.8pp | 217.08%-181.1pp |
| Employer contribution / active EE | $3,423 | $3,956-13.5% | $3,665-6.6% | $4,299-20.4% |
| Participant deferral / active EE | $7,016 | $8,297-15.4% | $7,994-12.2% | $6,507+7.8% |
| Admin fee / account holder | $2,455 | $11,446-78.5% | $11,185-78.0% | $12,624-80.6% |