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 | $8,786 | $70,606-87.6% | $53,898-83.7% | $142,382-93.8% |
| Participation rate | 35.0% | 63.7%-28.7pp | 55.0%-20.0pp | 80.1%-45.1pp |
| Annual return | 26.99% | 619.81%-592.8pp | 528.60%-501.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $553 | $1,202-54.0% | $932-40.7% | $4,299-87.1% |
| Participant deferral / active EE | $1,387 | $2,364-41.3% | $1,826-24.1% | $6,507-78.7% |
| Admin fee / account holder | $1,127 | $2,852-60.5% | $2,491-54.8% | $12,624-91.1% |