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 | $30,768 | $209,336-85.3% | $197,124-84.4% | $137,256-77.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 23.04% | 48.09%-25.1pp | 44.34%-21.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $4,783 | $6,591-27.4% | $6,227-23.2% | $4,156+15.1% |
| Participant deferral / active EE | $6,602 | $9,614-31.3% | $9,135-27.7% | $6,407+3.0% |
| Admin fee / account holder | $12,887 | $17,308-25.5% | $16,298-20.9% | $12,270+5.0% |