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 | $3,192 | $70,606-95.5% | $53,898-94.1% | $142,382-97.8% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 20.80% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $249 | $1,202-79.3% | $932-73.3% | $4,299-94.2% |
| Participant deferral / active EE | $249 | $2,364-89.5% | $1,826-86.4% | $6,507-96.2% |
| Admin fee / account holder | $497 | $2,852-82.6% | $2,491-80.0% | $12,624-96.1% |