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 | $103,236 | $73,933+39.6% | $96,683+6.8% | $75,163+37.3% |
| Participation rate | 67.1% | 66.4%+0.7pp | 74.3%-7.2pp | 67.2%0pp |
| Annual return | 17.10% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $784 | $2,928-73.2% | $3,737-79.0% | $2,670-70.6% |
| Participant deferral / active EE | $5,801 | $3,659+58.6% | $4,878+18.9% | $4,125+40.6% |
| Admin fee / account holder | $6,572 | $5,216+26.0% | $6,730-2.3% | $5,651+16.3% |