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 5-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 | $33,185 | $70,606-53.0% | $53,898-38.4% | $142,382-76.7% |
| Participation rate | 34.8% | 63.7%-28.9pp | 55.0%-20.2pp | 80.1%-45.3pp |
| Annual return | 44.34% | 619.81%-575.5pp | 528.60%-484.3pp | 217.08%-172.7pp |
| Employer contribution / active EE | $301 | $1,202-75.0% | $932-67.7% | $4,299-93.0% |
| Participant deferral / active EE | $669 | $2,364-71.7% | $1,826-63.4% | $6,507-89.7% |
| Admin fee / account holder | $361 | $2,852-87.3% | $2,491-85.5% | $12,624-97.1% |