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 | $20,417 | $57,541-64.5% | $95,745-78.7% | $75,163-72.8% |
| Participation rate | 64.9% | 62.5%+2.4pp | 72.3%-7.4pp | 67.2%-2.3pp |
| Annual return | 22.82% | 34.93%-12.1pp | 28.35%-5.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,359 | $1,808+30.5% | $2,835-16.8% | $2,670-11.6% |
| Participant deferral / active EE | $4,742 | $3,074+54.3% | $4,245+11.7% | $4,125+15.0% |
| Admin fee / account holder | $2,064 | $4,099-49.6% | $5,678-63.7% | $5,651-63.5% |