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 | $54,090 | $57,281-5.6% | $86,612-37.5% | $75,163-28.0% |
| Participation rate | 61.1% | 63.2%-2.1pp | 71.7%-10.6pp | 67.2%-6.1pp |
| Annual return | 16.97% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,364 | $2,314+2.2% | $3,022-21.8% | $2,670-11.4% |
| Participant deferral / active EE | $3,160 | $3,318-4.8% | $4,438-28.8% | $4,125-23.4% |
| Admin fee / account holder | $5,361 | $4,112+30.4% | $5,614-4.5% | $5,651-5.1% |