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 4-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 | $36,966 | $70,606-47.6% | $53,898-31.4% | $142,382-74.0% |
| Participation rate | 60.9% | 63.7%-2.8pp | 55.0%+5.9pp | 80.1%-19.3pp |
| Annual return | 18.45% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,856 | $1,202+54.4% | $932+99.1% | $4,299-56.8% |
| Participant deferral / active EE | $3,295 | $2,364+39.4% | $1,826+80.4% | $6,507-49.4% |
| Admin fee / account holder | $1,646 | $2,852-42.3% | $2,491-33.9% | $12,624-87.0% |