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 4-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 | $1,769 | $22,587-92.2% | $65,255-97.3% | $75,163-97.6% |
| Participation rate | 69.3% | 63.1%+6.2pp | 65.0%+4.4pp | 67.2%+2.1pp |
| Annual return | 152.41% | 71.03%+81.4pp | 47.35%+105.1pp | 160.62%-8.2pp |
| Employer contribution / active EE | $505 | $941-46.3% | $1,691-70.1% | $2,670-81.1% |
| Participant deferral / active EE | $1,123 | $1,695-33.7% | $2,831-60.3% | $4,125-72.8% |
| Admin fee / account holder | $591 | $1,876-68.5% | $4,112-85.6% | $5,651-89.5% |