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 3-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 | $58,637 | $48,750+20.3% | $88,946-34.1% | $74,304-21.1% |
| Participation rate | 16.7% | 44.5%-27.7pp | 68.8%-52.1pp | 60.3%-43.6pp |
| Annual return | 19.58% | 25.91%-6.3pp | 57.82%-38.2pp | 29.43%-9.9pp |
| Employer contribution / active EE | $512 | $1,255-59.2% | $2,555-80.0% | $2,241-77.2% |
| Participant deferral / active EE | $793 | $2,423-67.3% | $4,581-82.7% | $3,767-78.9% |
| Admin fee / account holder | $1,223 | $3,756-67.4% | $8,261-85.2% | $2,969-58.8% |