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 3-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 | $32,750 | $57,541-43.1% | $95,745-65.8% | $75,163-56.4% |
| Participation rate | 60.6% | 62.5%-1.9pp | 72.3%-11.7pp | 67.2%-6.6pp |
| Annual return | 28.19% | 34.93%-6.7pp | 28.35%-0.2pp | 160.62%-132.4pp |
| Employer contribution / active EE | $2,814 | $1,808+55.7% | $2,835-0.7% | $2,670+5.4% |
| Participant deferral / active EE | $5,200 | $3,074+69.2% | $4,245+22.5% | $4,125+26.1% |
| Admin fee / account holder | $2,056 | $4,099-49.8% | $5,678-63.8% | $5,651-63.6% |