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 | $36,353 | $70,606-48.5% | $53,898-32.6% | $142,382-74.5% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 14.54% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,479 | $1,202+23.1% | $932+58.7% | $4,299-65.6% |
| Participant deferral / active EE | $4,220 | $2,364+78.5% | $1,826+131.1% | $6,507-35.2% |
| Admin fee / account holder | $837 | $2,852-70.6% | $2,491-66.4% | $12,624-93.4% |