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 | $88,964 | $100,773-11.7% | $88,9460% | $142,382-37.5% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 16.75% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,332 | $2,918-54.3% | $2,555-47.9% | $4,299-69.0% |
| Participant deferral / active EE | $9,166 | $5,230+75.2% | $4,581+100.1% | $6,507+40.9% |
| Admin fee / account holder | $801 | $9,693-91.7% | $8,261-90.3% | $12,624-93.7% |