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 5-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 | $39,868 | $31,310+27.3% | $53,898-26.0% | $74,304-46.3% |
| Participation rate | 18.2% | 30.7%-12.5pp | 55.0%-36.8pp | 60.3%-42.2pp |
| Annual return | 20.54% | 23.16%-2.6pp | 528.60%-508.1pp | 29.43%-8.9pp |
| Employer contribution / active EE | $571 | $450+27.0% | $932-38.7% | $2,241-74.5% |
| Participant deferral / active EE | $1,502 | $934+60.8% | $1,826-17.8% | $3,767-60.1% |
| Admin fee / account holder | $1,012 | $2,175-53.5% | $2,491-59.4% | $2,969-65.9% |