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 | $64,021 | $70,606-9.3% | $53,898+18.8% | $142,382-55.0% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | 17.45% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $412 | $1,202-65.7% | $932-55.7% | $4,299-90.4% |
| Participant deferral / active EE | $3,432 | $2,364+45.2% | $1,826+87.9% | $6,507-47.3% |
| Admin fee / account holder | $356 | $2,852-87.5% | $2,491-85.7% | $12,624-97.2% |