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 | $76,043 | $111,754-32.0% | $103,333-26.4% | $145,922-47.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.92% | 24.77%-14.8pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,997 | $4,212+18.6% | $3,868+29.2% | $4,660+7.2% |
| Participant deferral / active EE | $6,667 | $5,619+18.7% | $5,057+31.8% | $6,688-0.3% |
| Admin fee / account holder | $1,342 | $9,750-86.2% | $8,355-83.9% | $13,397-90.0% |