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 | $35,768 | $31,310+14.2% | $53,898-33.6% | $74,304-51.9% |
| Participation rate | 26.5% | 30.7%-4.1pp | 55.0%-28.4pp | 60.3%-33.8pp |
| Annual return | 17.76% | 23.16%-5.4pp | 528.60%-510.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $131 | $450-71.0% | $932-86.0% | $2,241-94.2% |
| Participant deferral / active EE | $1,640 | $934+75.6% | $1,826-10.2% | $3,767-56.5% |
| Admin fee / account holder | $1,314 | $2,175-39.6% | $2,491-47.2% | $2,969-55.7% |