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 | $15,342 | $114,381-86.6% | $107,525-85.7% | $142,382-89.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 36.88% | 242.71%-205.8pp | 181.32%-144.4pp | 217.08%-180.2pp |
| Employer contribution / active EE | $2,560 | $4,015-36.2% | $3,754-31.8% | $4,299-40.5% |
| Participant deferral / active EE | $4,975 | $5,564-10.6% | $5,116-2.7% | $6,507-23.5% |
| Admin fee / account holder | $605 | $9,860-93.9% | $8,919-93.2% | $12,624-95.2% |