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 | $52,654 | $49,451+6.5% | $79,550-33.8% | $66,914-21.3% |
| Participation rate | 61.8% | 61.3%+0.5pp | 69.5%-7.7pp | 69.8%-8.0pp |
| Annual return | 27.78% | 84.25%-56.5pp | 0.16%+27.6pp | 1.58%+26.2pp |
| Employer contribution / active EE | $326 | $1,266-74.2% | $2,413-86.5% | $2,544-87.2% |
| Participant deferral / active EE | $2,004 | $3,159-36.5% | $3,985-49.7% | $4,237-52.7% |
| Admin fee / account holder | $3,374 | $595+467.5% | $6,832-50.6% | $593+468.7% |