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 | $13,260 | $30,400-56.4% | $53,898-75.4% | $84,808-84.4% |
| Participation rate | 30.6% | 46.4%-15.9pp | 55.0%-24.4pp | 68.3%-37.8pp |
| Annual return | 27.98% | 500.19%-472.2pp | 528.60%-500.6pp | 40.90%-12.9pp |
| Employer contribution / active EE | $887 | $603+47.1% | $932-4.8% | $2,631-66.3% |
| Participant deferral / active EE | $1,779 | $1,199+48.4% | $1,826-2.6% | $4,212-57.8% |
| Admin fee / account holder | $578 | $1,993-71.0% | $2,491-76.8% | $7,344-92.1% |