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 | $17,687 | $70,606-75.0% | $53,898-67.2% | $142,382-87.6% |
| Participation rate | 54.2% | 63.7%-9.5pp | 55.0%-0.8pp | 80.1%-26.0pp |
| Annual return | 19.95% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $645 | $1,202-46.4% | $932-30.8% | $4,299-85.0% |
| Participant deferral / active EE | $2,877 | $2,364+21.7% | $1,826+57.5% | $6,507-55.8% |
| Admin fee / account holder | $462 | $2,852-83.8% | $2,491-81.4% | $12,624-96.3% |