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 | $6,508 | $70,606-90.8% | $53,898-87.9% | $142,382-95.4% |
| Participation rate | 45.5% | 63.7%-18.3pp | 55.0%-9.5pp | 80.1%-34.7pp |
| Annual return | 25.32% | 619.81%-594.5pp | 528.60%-503.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $363 | $1,202-69.8% | $932-61.1% | $4,299-91.6% |
| Participant deferral / active EE | $963 | $2,364-59.3% | $1,826-47.3% | $6,507-85.2% |
| Admin fee / account holder | $1,761 | $2,852-38.2% | $2,491-29.3% | $12,624-86.0% |