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 | $76,955 | $66,098+16.4% | $101,794-24.4% | $74,304+3.6% |
| Participation rate | 32.0% | 53.8%-21.8pp | 69.2%-37.2pp | 60.3%-28.3pp |
| Annual return | 15.07% | 19.59%-4.5pp | 30.53%-15.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $730 | $1,082-32.5% | $2,289-68.1% | $2,241-67.4% |
| Participant deferral / active EE | $1,176 | $2,781-57.7% | $4,084-71.2% | $3,767-68.8% |
| Admin fee / account holder | $5,416 | $4,146+30.6% | $8,777-38.3% | $2,969+82.4% |