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 | $95,660 | $70,606+35.5% | $53,898+77.5% | $142,382-32.8% |
| Participation rate | 8.7% | 63.7%-55.0pp | 55.0%-46.3pp | 80.1%-71.4pp |
| Annual return | 26.20% | 619.81%-593.6pp | 528.60%-502.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $174 | $1,202-85.5% | $932-81.3% | $4,299-96.0% |
| Participant deferral / active EE | $2,043 | $2,364-13.6% | $1,826+11.9% | $6,507-68.6% |
| Admin fee / account holder | $330 | $2,852-88.4% | $2,491-86.8% | $12,624-97.4% |