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 5-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 | $48,864 | $56,053-12.8% | $75,972-35.7% | $80,856-39.6% |
| Participation rate | 60.7% | 62.0%-1.3pp | 69.1%-8.3pp | 67.6%-6.9pp |
| Annual return | 16.30% | 20.53%-4.2pp | 359.55%-343.3pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,944 | $1,874+57.1% | $2,685+9.7% | $2,755+6.9% |
| Participant deferral / active EE | $6,781 | $3,052+122.2% | $4,255+59.3% | $4,296+57.8% |
| Admin fee / account holder | $722 | $5,234-86.2% | $6,467-88.8% | $6,918-89.6% |