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 | $3,103 | $70,606-95.6% | $53,898-94.2% | $142,382-97.8% |
| Participation rate | 47.8% | 63.7%-15.9pp | 55.0%-7.1pp | 80.1%-32.3pp |
| Annual return | 18.57% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $327 | $1,202-72.8% | $932-64.9% | $4,299-92.4% |
| Participant deferral / active EE | $388 | $2,364-83.6% | $1,826-78.7% | $6,507-94.0% |
| Admin fee / account holder | $339 | $2,852-88.1% | $2,491-86.4% | $12,624-97.3% |