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 | $12,735 | $72,071-82.3% | $68,368-81.4% | $137,256-90.7% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 18.51% | 353.14%-334.6pp | 292.57%-274.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $405 | $2,788-85.5% | $2,649-84.7% | $4,156-90.3% |
| Participant deferral / active EE | $1,624 | $4,410-63.2% | $4,123-60.6% | $6,407-74.7% |
| Admin fee / account holder | $3,024 | $5,336-43.3% | $5,150-41.3% | $12,270-75.4% |