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 | $69,431 | $60,022+15.7% | $88,946-21.9% | $84,808-18.1% |
| Participation rate | 16.1% | 57.8%-41.7pp | 68.8%-52.7pp | 68.3%-52.2pp |
| Annual return | 21.77% | 22.43%-0.7pp | 57.82%-36.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $591 | $1,703-65.3% | $2,555-76.9% | $2,631-77.5% |
| Participant deferral / active EE | $2,987 | $3,114-4.1% | $4,581-34.8% | $4,212-29.1% |
| Admin fee / account holder | $671 | $4,811-86.0% | $8,261-91.9% | $7,344-90.9% |