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 | $112,603 | $89,753+25.5% | $107,525+4.7% | $84,808+32.8% |
| Participation rate | 63.0% | 68.1%-5.1pp | 75.1%-12.1pp | 68.3%-5.3pp |
| Annual return | 18.24% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,877 | $3,113-7.6% | $3,754-23.4% | $2,631+9.3% |
| Participant deferral / active EE | $6,438 | $4,056+58.7% | $5,116+25.9% | $4,212+52.9% |
| Admin fee / account holder | $892 | $7,222-87.7% | $8,919-90.0% | $7,344-87.9% |