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 | $19,285 | $27,243-29.2% | $52,425-63.2% | $79,634-75.8% |
| Participation rate | 33.5% | 22.4%+11.0pp | 55.6%-22.2pp | 62.5%-29.0pp |
| Annual return | 17.43% | 63.36%-45.9pp | 302.12%-284.7pp | 36.46%-19.0pp |
| Employer contribution / active EE | $691 | $319+116.6% | $914-24.4% | $2,529-72.7% |
| Participant deferral / active EE | $1,446 | $636+127.5% | $1,790-19.2% | $3,835-62.3% |
| Admin fee / account holder | $2,958 | $2,105+40.5% | $2,495+18.6% | $1,002+195.3% |