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 | $29,285 | $106,515-72.5% | $96,683-69.7% | $139,434-79.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 26.99% | 38.43%-11.4pp | 35.69%-8.7pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,004 | $4,103-51.2% | $3,737-46.4% | $4,751-57.8% |
| Participant deferral / active EE | $3,919 | $5,454-28.1% | $4,878-19.7% | $6,710-41.6% |
| Admin fee / account holder | $393 | $7,877-95.0% | $6,730-94.2% | $11,403-96.6% |