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 6-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 | $34,980 | $56,317-37.9% | $71,209-50.9% | $74,304-52.9% |
| Participation rate | 56.1% | 55.1%+0.9pp | 73.8%-17.7pp | 60.3%-4.3pp |
| Annual return | 19.62% | 42.83%-23.2pp | 282.51%-262.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $804 | $2,160-62.8% | $2,721-70.5% | $2,241-64.1% |
| Participant deferral / active EE | $3,458 | $2,788+24.0% | $4,175-17.2% | $3,767-8.2% |
| Admin fee / account holder | $3,033 | $2,290+32.5% | $5,349-43.3% | $2,969+2.2% |