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 | $5,323 | $70,606-92.5% | $53,898-90.1% | $142,382-96.3% |
| Participation rate | 40.9% | 63.7%-22.8pp | 55.0%-14.1pp | 80.1%-39.2pp |
| Annual return | 21.23% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $228 | $1,202-81.0% | $932-75.5% | $4,299-94.7% |
| Participant deferral / active EE | $879 | $2,364-62.8% | $1,826-51.9% | $6,507-86.5% |
| Admin fee / account holder | $601 | $2,852-78.9% | $2,491-75.9% | $12,624-95.2% |