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 | $36,198 | $70,606-48.7% | $53,898-32.8% | $142,382-74.6% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.73% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,409 | $1,202+17.2% | $932+51.1% | $4,299-67.2% |
| Participant deferral / active EE | $3,054 | $2,364+29.2% | $1,826+67.2% | $6,507-53.1% |
| Admin fee / account holder | $2,269 | $2,852-20.4% | $2,491-8.9% | $12,624-82.0% |