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 | $49,713 | $56,317-11.7% | $71,209-30.2% | $74,304-33.1% |
| Participation rate | 64.0% | 55.1%+8.8pp | 73.8%-9.8pp | 60.3%+3.6pp |
| Annual return | 22.81% | 42.83%-20.0pp | 282.51%-259.7pp | 29.43%-6.6pp |
| Employer contribution / active EE | $3,520 | $2,160+62.9% | $2,721+29.3% | $2,241+57.0% |
| Participant deferral / active EE | $7,751 | $2,788+178.0% | $4,175+85.6% | $3,767+105.7% |
| Admin fee / account holder | $3,375 | $2,290+47.4% | $5,349-36.9% | $2,969+13.7% |