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 4-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 | $43,949 | $29,051+51.3% | $52,425-16.2% | $67,986-35.4% |
| Participation rate | 10.3% | 30.4%-20.1pp | 55.6%-45.3pp | 57.2%-46.9pp |
| Annual return | 17.42% | 24.00%-6.6pp | 302.12%-284.7pp | 31.67%-14.2pp |
| Employer contribution / active EE | $164 | $412-60.2% | $914-82.1% | $2,019-91.9% |
| Participant deferral / active EE | $651 | $873-25.4% | $1,790-63.6% | $3,358-80.6% |
| Admin fee / account holder | $892 | $2,113-57.8% | $2,495-64.3% | $3,203-72.2% |