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 | $53,094 | $111,754-52.5% | $103,333-48.6% | $145,922-63.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.47% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,332 | $4,212-20.9% | $3,868-13.8% | $4,660-28.5% |
| Participant deferral / active EE | $8,485 | $5,619+51.0% | $5,057+67.8% | $6,688+26.9% |
| Admin fee / account holder | $2,124 | $9,750-78.2% | $8,355-74.6% | $13,397-84.1% |