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 | $16,441 | $27,839-40.9% | $58,482-71.9% | $71,457-77.0% |
| Participation rate | 23.5% | 34.5%-11.0pp | 50.9%-27.3pp | 67.9%-44.4pp |
| Annual return | 0.00% | 26.81%-26.8pp | 4239.32%-4239.3pp | 28.85%-28.8pp |
| Employer contribution / active EE | $274 | $631-56.5% | $1,053-74.0% | $2,588-89.4% |
| Participant deferral / active EE | $495 | $1,206-58.9% | $1,924-74.3% | $4,289-88.5% |
| Admin fee / account holder | $321 | $1,641-80.4% | $2,516-87.2% | $1,587-79.8% |