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 | $20,693 | $106,515-80.6% | $96,683-78.6% | $139,434-85.2% |
| Participation rate | 59.1% | 77.8%-18.7pp | 74.3%-15.3pp | 80.3%-21.2pp |
| Annual return | 31.34% | 38.43%-7.1pp | 35.69%-4.4pp | 372.94%-341.6pp |
| Employer contribution / active EE | $1,982 | $4,103-51.7% | $3,737-47.0% | $4,751-58.3% |
| Participant deferral / active EE | $4,989 | $5,454-8.5% | $4,878+2.3% | $6,710-25.6% |
| Admin fee / account holder | $1,256 | $7,877-84.1% | $6,730-81.3% | $11,403-89.0% |