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 | $25,320 | $77,899-67.5% | $149,673-83.1% | $75,163-66.3% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.4pp |
| Annual return | 131.20% | 31.72%+99.5pp | 134.42%-3.2pp | 160.62%-29.4pp |
| Employer contribution / active EE | $518 | $3,137-83.5% | $4,818-89.2% | $2,670-80.6% |
| Participant deferral / active EE | $2,635 | $3,411-22.8% | $5,680-53.6% | $4,125-36.1% |
| Admin fee / account holder | $546 | $5,956-90.8% | $13,210-95.9% | $5,651-90.3% |