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 | $35,496 | $106,749-66.7% | $145,433-75.6% | $82,448-56.9% |
| Participation rate | 58.8% | 75.6%-16.9pp | 82.1%-23.4pp | 68.1%-9.3pp |
| Annual return | 40.05% | 27.59%+12.5pp | 66.58%-26.5pp | 41.64%-1.6pp |
| Employer contribution / active EE | $2,989 | $3,444-13.2% | $4,554-34.4% | $2,551+17.2% |
| Participant deferral / active EE | $6,136 | $6,519-5.9% | $7,897-22.3% | $4,139+48.2% |
| Admin fee / account holder | $2,178 | $8,390-74.0% | $13,129-83.4% | $7,234-69.9% |