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 6-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 | $28,814 | $70,669-59.2% | $169,368-83.0% | $75,163-61.7% |
| Participation rate | 41.8% | 64.8%-23.0pp | 77.1%-35.3pp | 67.2%-25.4pp |
| Annual return | 23.62% | 36.36%-12.7pp | 405.60%-382.0pp | 160.62%-137.0pp |
| Employer contribution / active EE | $772 | $2,211-65.1% | $4,013-80.8% | $2,670-71.1% |
| Participant deferral / active EE | $4,147 | $4,311-3.8% | $6,221-33.3% | $4,125+0.5% |
| Admin fee / account holder | $333 | $5,402-93.8% | $9,003-96.3% | $5,651-94.1% |