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 | $31,310-63.6% | $53,898-78.8% | $74,304-84.7% |
| Participation rate | 65.8% | 30.7%+35.1pp | 55.0%+10.8pp | 60.3%+5.4pp |
| Annual return | 21.68% | 23.16%-1.5pp | 528.60%-506.9pp | 29.43%-7.7pp |
| Employer contribution / active EE | $971 | $450+115.9% | $932+4.2% | $2,241-56.7% |
| Participant deferral / active EE | $1,792 | $934+91.8% | $1,826-1.9% | $3,767-52.4% |
| Admin fee / account holder | $996 | $2,175-54.2% | $2,491-60.0% | $2,969-66.4% |