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 6-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 | $31,387 | $68,346-54.1% | $94,646-66.8% | $75,163-58.2% |
| Participation rate | 65.6% | 76.1%-10.5pp | 80.8%-15.3pp | 67.2%-1.6pp |
| Annual return | 21.82% | 616.93%-595.1pp | 156.71%-134.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,173 | $2,701+17.5% | $3,672-13.6% | $2,670+18.9% |
| Participant deferral / active EE | $7,192 | $6,537+10.0% | $7,418-3.0% | $4,125+74.4% |
| Admin fee / account holder | $1,811 | $5,326-66.0% | $7,231-75.0% | $5,651-68.0% |