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 | $11,780 | $70,606-83.3% | $53,898-78.1% | $142,382-91.7% |
| Participation rate | 58.8% | 63.7%-4.9pp | 55.0%+3.9pp | 80.1%-21.3pp |
| Annual return | 13.04% | 619.81%-606.8pp | 528.60%-515.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,176 | $1,202-2.1% | $932+26.2% | $4,299-72.6% |
| Participant deferral / active EE | $1,742 | $2,364-26.3% | $1,826-4.6% | $6,507-73.2% |
| Admin fee / account holder | $3,406 | $2,852+19.4% | $2,491+36.7% | $12,624-73.0% |