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 | $99,410 | $104,974-5.3% | $95,585+4.0% | $142,382-30.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.42% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,052 | $2,779-62.1% | $2,527-58.3% | $4,299-75.5% |
| Participant deferral / active EE | $4,685 | $4,352+7.6% | $4,023+16.5% | $6,507-28.0% |
| Admin fee / account holder | $4,688 | $6,386-26.6% | $6,127-23.5% | $12,624-62.9% |