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 | $19,457 | $31,310-37.9% | $53,898-63.9% | $74,304-73.8% |
| Participation rate | 40.9% | 30.7%+10.2pp | 55.0%-14.1pp | 60.3%-19.5pp |
| Annual return | 21.68% | 23.16%-1.5pp | 528.60%-506.9pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,300 | $450+189.0% | $932+39.5% | $2,241-42.0% |
| Participant deferral / active EE | $2,651 | $934+183.7% | $1,826+45.1% | $3,767-29.6% |
| Admin fee / account holder | $4,475 | $2,175+105.7% | $2,491+79.7% | $2,969+50.7% |