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 5-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 | $8,943 | $70,606-87.3% | $53,898-83.4% | $142,382-93.7% |
| Participation rate | 68.4% | 63.7%+4.7pp | 55.0%+13.5pp | 80.1%-11.7pp |
| Annual return | 20.24% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,277 | $1,202+6.2% | $932+37.0% | $4,299-70.3% |
| Participant deferral / active EE | $1,618 | $2,364-31.6% | $1,826-11.4% | $6,507-75.1% |
| Admin fee / account holder | $2,589 | $2,852-9.2% | $2,491+3.9% | $12,624-79.5% |