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 | $4,751 | $27,915-83.0% | $58,482-91.9% | $75,163-93.7% |
| Participation rate | 7.8% | 38.8%-31.0pp | 50.9%-43.0pp | 67.2%-59.3pp |
| Annual return | 33.08% | 44.20%-11.1pp | 4239.32%-4206.2pp | 160.62%-127.5pp |
| Employer contribution / active EE | $99 | $669-85.3% | $1,053-90.6% | $2,670-96.3% |
| Participant deferral / active EE | $312 | $1,201-74.0% | $1,924-83.8% | $4,125-92.4% |
| Admin fee / account holder | $1,685 | $1,726-2.4% | $2,516-33.0% | $5,651-70.2% |