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 | $83,597 | $95,803-12.7% | $113,168-26.1% | $84,808-1.4% |
| Participation rate | 64.3% | 72.9%-8.6pp | 76.6%-12.3pp | 68.3%-4.0pp |
| Annual return | 40.81% | 25.00%+15.8pp | 24.27%+16.5pp | 40.90%-0.1pp |
| Employer contribution / active EE | $5,453 | $2,360+131.1% | $2,975+83.3% | $2,631+107.2% |
| Participant deferral / active EE | $12,344 | $4,242+191.0% | $5,107+141.7% | $4,212+193.1% |
| Admin fee / account holder | $12,844 | $8,989+42.9% | $12,068+6.4% | $7,344+74.9% |