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 | $4,293 | $30,400-85.9% | $53,898-92.0% | $84,808-94.9% |
| Participation rate | 45.7% | 46.4%-0.8pp | 55.0%-9.3pp | 68.3%-22.6pp |
| Annual return | 30.35% | 500.19%-469.8pp | 528.60%-498.3pp | 40.90%-10.5pp |
| Employer contribution / active EE | $696 | $603+15.5% | $932-25.3% | $2,631-73.5% |
| Participant deferral / active EE | $1,007 | $1,199-15.9% | $1,826-44.8% | $4,212-76.1% |
| Admin fee / account holder | $1,246 | $1,993-37.5% | $2,491-50.0% | $7,344-83.0% |