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 | $31,310+40.4% | $53,898-18.5% | $74,304-40.9% |
| Participation rate | 10.3% | 30.7%-20.4pp | 55.0%-44.6pp | 60.3%-50.0pp |
| Annual return | 17.42% | 23.16%-5.7pp | 528.60%-511.2pp | 29.43%-12.0pp |
| Employer contribution / active EE | $164 | $450-63.6% | $932-82.4% | $2,241-92.7% |
| Participant deferral / active EE | $651 | $934-30.3% | $1,826-64.3% | $3,767-82.7% |
| Admin fee / account holder | $892 | $2,175-59.0% | $2,491-64.2% | $2,969-70.0% |