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 | $80,493 | $86,929-7.4% | $102,423-21.4% | $80,856-0.4% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.0pp | 67.6%-23.2pp |
| Annual return | 11.24% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,389 | $2,369+0.8% | $3,023-21.0% | $2,755-13.3% |
| Participant deferral / active EE | $5,879 | $4,118+42.8% | $5,053+16.4% | $4,296+36.9% |
| Admin fee / account holder | $14,773 | $8,049+83.5% | $9,451+56.3% | $6,918+113.5% |