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 | $12,163 | $22,587-46.1% | $65,255-81.4% | $75,163-83.8% |
| Participation rate | 60.7% | 63.1%-2.4pp | 65.0%-4.2pp | 67.2%-6.5pp |
| Annual return | 16.47% | 71.03%-54.6pp | 47.35%-30.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,280 | $941+36.1% | $1,691-24.3% | $2,670-52.1% |
| Participant deferral / active EE | $2,796 | $1,695+64.9% | $2,831-1.2% | $4,125-32.2% |
| Admin fee / account holder | $692 | $1,876-63.1% | $4,112-83.2% | $5,651-87.7% |