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 | $10,679 | $70,606-84.9% | $53,898-80.2% | $142,382-92.5% |
| Participation rate | 61.9% | 63.7%-1.8pp | 55.0%+6.9pp | 80.1%-18.2pp |
| Annual return | 11.47% | 619.81%-608.3pp | 528.60%-517.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $740 | $2,364-68.7% | $1,826-59.5% | $6,507-88.6% |
| Admin fee / account holder | $474 | $2,852-83.4% | $2,491-81.0% | $12,624-96.2% |