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 | $4,411 | $30,400-85.5% | $53,898-91.8% | $84,808-94.8% |
| Participation rate | 47.6% | 46.4%+1.2pp | 55.0%-7.3pp | 68.3%-20.7pp |
| Annual return | 24.36% | 500.19%-475.8pp | 528.60%-504.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $597 | $603-0.9% | $932-35.9% | $2,631-77.3% |
| Participant deferral / active EE | $573 | $1,199-52.2% | $1,826-68.6% | $4,212-86.4% |
| Admin fee / account holder | $665 | $1,993-66.6% | $2,491-73.3% | $7,344-90.9% |