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 | $20,340 | $31,310-35.0% | $53,898-62.3% | $74,304-72.6% |
| Participation rate | 30.2% | 30.7%-0.5pp | 55.0%-24.8pp | 60.3%-30.2pp |
| Annual return | 17.91% | 23.16%-5.2pp | 528.60%-510.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $334 | $450-25.9% | $932-64.2% | $2,241-85.1% |
| Participant deferral / active EE | $1,083 | $934+15.9% | $1,826-40.7% | $3,767-71.2% |
| Admin fee / account holder | $2,489 | $2,175+14.4% | $2,491-0.1% | $2,969-16.1% |