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 | $87,364 | $77,899+12.2% | $149,673-41.6% | $75,163+16.2% |
| Participation rate | 59.0% | 65.6%-6.6pp | 78.8%-19.7pp | 67.2%-8.2pp |
| Annual return | 15.83% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $585 | $3,137-81.3% | $4,818-87.9% | $2,670-78.1% |
| Participant deferral / active EE | $3,998 | $3,411+17.2% | $5,680-29.6% | $4,125-3.1% |
| Admin fee / account holder | $3,042 | $5,956-48.9% | $13,210-77.0% | $5,651-46.2% |