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 | $58,341 | $30,400+91.9% | $53,898+8.2% | $84,808-31.2% |
| Participation rate | 37.9% | 46.4%-8.5pp | 55.0%-17.0pp | 68.3%-30.4pp |
| Annual return | 23.51% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,023 | $603+69.8% | $932+9.8% | $2,631-61.1% |
| Participant deferral / active EE | $5,322 | $1,199+344.0% | $1,826+191.4% | $4,212+26.4% |
| Admin fee / account holder | $1,944 | $1,993-2.5% | $2,491-22.0% | $7,344-73.5% |