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 | $5,785 | $31,310-81.5% | $53,898-89.3% | $74,304-92.2% |
| Participation rate | 37.9% | 30.7%+7.2pp | 55.0%-17.1pp | 60.3%-22.5pp |
| Annual return | 26.69% | 23.16%+3.5pp | 528.60%-501.9pp | 29.43%-2.7pp |
| Employer contribution / active EE | $494 | $450+9.7% | $932-47.0% | $2,241-78.0% |
| Participant deferral / active EE | $749 | $934-19.8% | $1,826-59.0% | $3,767-80.1% |
| Admin fee / account holder | $600 | $2,175-72.4% | $2,491-75.9% | $2,969-79.8% |