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 | $34,245 | $30,400+12.6% | $53,898-36.5% | $84,808-59.6% |
| Participation rate | 27.5% | 46.4%-18.9pp | 55.0%-27.5pp | 68.3%-40.8pp |
| Annual return | 18.87% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $590 | $603-2.1% | $932-36.7% | $2,631-77.6% |
| Participant deferral / active EE | $1,915 | $1,199+59.8% | $1,826+4.8% | $4,212-54.5% |
| Admin fee / account holder | $467 | $1,993-76.6% | $2,491-81.2% | $7,344-93.6% |