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 | $32,888 | $58,627-43.9% | $76,735-57.1% | $82,448-60.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 96.28% | 39.10%+57.2pp | 29.77%+66.5pp | 41.64%+54.6pp |
| Employer contribution / active EE | $1,554 | $1,729-10.1% | $2,454-36.7% | $2,551-39.1% |
| Participant deferral / active EE | $3,768 | $3,134+20.3% | $4,088-7.8% | $4,139-9.0% |
| Admin fee / account holder | $1,895 | $5,323-64.4% | $7,189-73.6% | $7,234-73.8% |