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 | $66,728 | $53,516+24.7% | $126,539-47.3% | $84,808-21.3% |
| Participation rate | 42.0% | 58.2%-16.2pp | 69.8%-27.8pp | 68.3%-26.3pp |
| Annual return | 16.39% | 58.34%-41.9pp | 425.95%-409.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $798 | $1,535-48.0% | $3,674-78.3% | $2,631-69.7% |
| Participant deferral / active EE | $3,050 | $2,671+14.2% | $4,083-25.3% | $4,212-27.6% |
| Admin fee / account holder | $2,438 | $4,497-45.8% | $6,065-59.8% | $7,344-66.8% |