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 | $14,774 | $84,402-82.5% | $61,373-75.9% | $134,475-89.0% |
| Participation rate | 34.8% | 62.2%-27.4pp | 52.6%-17.8pp | 81.2%-46.4pp |
| Annual return | 3.40% | 584.55%-581.1pp | 338.61%-335.2pp | 417.96%-414.6pp |
| Employer contribution / active EE | $1,307 | $1,544-15.4% | $1,159+12.7% | $4,740-72.4% |
| Participant deferral / active EE | $3,495 | $2,819+24.0% | $2,125+64.5% | $6,400-45.4% |
| Admin fee / account holder | $303 | $2,585-88.3% | $2,130-85.8% | $11,426-97.4% |