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 3-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 | $25,921 | $56,053-53.8% | $75,972-65.9% | $80,856-67.9% |
| Participation rate | 61.8% | 62.0%-0.3pp | 69.1%-7.3pp | 67.6%-5.9pp |
| Annual return | 12.37% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,104 | $1,874+12.3% | $2,685-21.6% | $2,755-23.6% |
| Participant deferral / active EE | $3,216 | $3,052+5.4% | $4,255-24.4% | $4,296-25.1% |
| Admin fee / account holder | $2,426 | $5,234-53.7% | $6,467-62.5% | $6,918-64.9% |