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 | $32,709 | $31,310+4.5% | $53,898-39.3% | $74,304-56.0% |
| Participation rate | 46.4% | 30.7%+15.7pp | 55.0%-8.6pp | 60.3%-14.0pp |
| Annual return | 29.86% | 23.16%+6.7pp | 528.60%-498.7pp | 29.43%+0.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,842 | $934+204.2% | $1,826+55.6% | $3,767-24.6% |
| Admin fee / account holder | $2,628 | $2,175+20.8% | $2,491+5.5% | $2,969-11.5% |