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 | $2,061 | $30,400-93.2% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 59.3% | 46.4%+12.8pp | 55.0%+4.3pp | 68.3%-9.1pp |
| Annual return | 28.07% | 500.19%-472.1pp | 528.60%-500.5pp | 40.90%-12.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $868 | $1,199-27.6% | $1,826-52.5% | $4,212-79.4% |
| Admin fee / account holder | $588 | $1,993-70.5% | $2,491-76.4% | $7,344-92.0% |