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 4-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 | $4,916 | $70,606-93.0% | $53,898-90.9% | $142,382-96.5% |
| Participation rate | 68.8% | 63.7%+5.0pp | 55.0%+13.8pp | 80.1%-11.4pp |
| Annual return | 20.28% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $257 | $1,202-78.7% | $932-72.5% | $4,299-94.0% |
| Participant deferral / active EE | $978 | $2,364-58.6% | $1,826-46.4% | $6,507-85.0% |
| Admin fee / account holder | $1,301 | $2,852-54.4% | $2,491-47.8% | $12,624-89.7% |