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 | $92,707 | $86,891+6.7% | $142,449-34.9% | $75,163+23.3% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.8%-16.8pp | 67.2%-7.2pp |
| Annual return | 46.91% | 23.31%+23.6pp | 19.99%+26.9pp | 160.62%-113.7pp |
| Employer contribution / active EE | $1,899 | $3,355-43.4% | $4,847-60.8% | $2,670-28.9% |
| Participant deferral / active EE | $5,002 | $4,938+1.3% | $6,283-20.4% | $4,125+21.3% |
| Admin fee / account holder | $1,308 | $7,299-82.1% | $10,011-86.9% | $5,651-76.9% |