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 | $11,940 | $70,606-83.1% | $53,898-77.8% | $142,382-91.6% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 26.26% | 619.81%-593.5pp | 528.60%-502.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,256 | $1,202+4.5% | $932+34.8% | $4,299-70.8% |
| Participant deferral / active EE | $4,390 | $2,364+85.7% | $1,826+140.4% | $6,507-32.5% |
| Admin fee / account holder | $309 | $2,852-89.2% | $2,491-87.6% | $12,624-97.6% |