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 | $3,360 | $88,751-96.2% | $81,812-95.9% | $145,922-97.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 24.28% | 1025.40%-1001.1pp | 773.79%-749.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $1,358 | $3,083-56.0% | $2,912-53.4% | $4,660-70.9% |
| Participant deferral / active EE | $1,416 | $4,643-69.5% | $4,319-67.2% | $6,688-78.8% |
| Admin fee / account holder | $1,767 | $8,415-79.0% | $7,386-76.1% | $13,397-86.8% |