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 | $9,456 | $30,400-68.9% | $53,898-82.5% | $84,808-88.9% |
| Participation rate | 44.7% | 46.4%-1.7pp | 55.0%-10.2pp | 68.3%-23.6pp |
| Annual return | 30.81% | 500.19%-469.4pp | 528.60%-497.8pp | 40.90%-10.1pp |
| Employer contribution / active EE | $538 | $603-10.7% | $932-42.3% | $2,631-79.5% |
| Participant deferral / active EE | $1,044 | $1,199-12.9% | $1,826-42.8% | $4,212-75.2% |
| Admin fee / account holder | $591 | $1,993-70.4% | $2,491-76.3% | $7,344-92.0% |