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 | $44,603 | $71,883-38.0% | $86,677-48.5% | $68,494-34.9% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.2pp | 67.9%-9.6pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,425 | $2,173+11.6% | $2,836-14.5% | $2,596-6.6% |
| Participant deferral / active EE | $5,551 | $3,779+46.9% | $4,656+19.2% | $4,027+37.8% |
| Admin fee / account holder | $2,600 | $6,112-57.5% | $7,493-65.3% | $5,403-51.9% |