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 6-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 | $75,766 | $81,208-6.7% | $98,907-23.4% | $79,858-5.1% |
| Participation rate | 60.3% | 72.5%-12.2pp | 76.0%-15.7pp | 69.6%-9.3pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $867 | $1,960-55.7% | $2,689-67.7% | $2,471-64.9% |
| Participant deferral / active EE | $3,715 | $3,265+13.8% | $4,244-12.5% | $3,740-0.7% |
| Admin fee / account holder | $363 | $6,013-94.0% | $6,642-94.5% | $5,306-93.2% |