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 | $97,656 | $78,672+24.1% | $109,143-10.5% | $85,850+13.8% |
| Participation rate | 68.2% | 68.3%-0.1pp | 75.9%-7.7pp | 69.3%-1.1pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $692 | $2,735-74.7% | $3,722-81.4% | $2,565-73.0% |
| Participant deferral / active EE | $4,721 | $3,467+36.2% | $4,653+1.5% | $3,952+19.5% |
| Admin fee / account holder | $6,364 | $5,469+16.4% | $6,752-5.8% | $6,260+1.7% |