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 | $4,939 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 23.03% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $770 | $1,202-36.0% | $932-17.4% | $4,299-82.1% |
| Participant deferral / active EE | $991 | $2,364-58.1% | $1,826-45.8% | $6,507-84.8% |
| Admin fee / account holder | $1,131 | $2,852-60.3% | $2,491-54.6% | $12,624-91.0% |