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 | $45,584 | $114,381-60.1% | $107,525-57.6% | $142,382-68.0% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 23.57% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,183 | $4,015-45.6% | $3,754-41.8% | $4,299-49.2% |
| Participant deferral / active EE | $8,487 | $5,564+52.5% | $5,116+65.9% | $6,507+30.4% |
| Admin fee / account holder | $659 | $9,860-93.3% | $8,919-92.6% | $12,624-94.8% |