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 | $11,404 | $29,051-60.7% | $52,425-78.2% | $67,986-83.2% |
| Participation rate | 65.8% | 30.4%+35.4pp | 55.6%+10.2pp | 57.2%+8.6pp |
| Annual return | 21.68% | 24.00%-2.3pp | 302.12%-280.4pp | 31.67%-10.0pp |
| Employer contribution / active EE | $971 | $412+135.9% | $914+6.3% | $2,019-51.9% |
| Participant deferral / active EE | $1,792 | $873+105.2% | $1,790+0.1% | $3,358-46.6% |
| Admin fee / account holder | $996 | $2,113-52.8% | $2,495-60.1% | $3,203-68.9% |