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 | $19,405 | $70,606-72.5% | $53,898-64.0% | $142,382-86.4% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 28.55% | 619.81%-591.3pp | 528.60%-500.1pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,198 | $1,202-0.3% | $932+28.6% | $4,299-72.1% |
| Participant deferral / active EE | $4,097 | $2,364+73.3% | $1,826+124.3% | $6,507-37.0% |
| Admin fee / account holder | $668 | $2,852-76.6% | $2,491-73.2% | $12,624-94.7% |