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 | $32,222 | $29,660+8.6% | $56,411-42.9% | $80,856-60.1% |
| Participation rate | 5.2% | 41.6%-36.4pp | 52.5%-47.3pp | 67.6%-62.4pp |
| Annual return | 15.50% | 35.23%-19.7pp | 1701.33%-1685.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $267 | $669-60.1% | $1,039-74.3% | $2,755-90.3% |
| Participant deferral / active EE | $744 | $1,226-39.3% | $1,952-61.9% | $4,296-82.7% |
| Admin fee / account holder | $1,535 | $2,428-36.8% | $2,829-45.7% | $6,918-77.8% |