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 | $110,451 | $97,125+13.7% | $86,233+28.1% | $137,256-19.5% |
| Participation rate | 21.1% | 74.2%-53.1pp | 69.0%-48.0pp | 80.0%-58.9pp |
| Annual return | 12.34% | 74.19%-61.8pp | 61.39%-49.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,302 | $2,841-54.2% | $2,504-48.0% | $4,156-68.7% |
| Participant deferral / active EE | $2,438 | $5,180-52.9% | $4,559-46.5% | $6,407-61.9% |
| Admin fee / account holder | $7,353 | $9,725-24.4% | $8,342-11.9% | $12,270-40.1% |