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 | $12,134 | $34,934-65.3% | $56,411-78.5% | $74,495-83.7% |
| Participation rate | 10.1% | 32.8%-22.7pp | 52.5%-42.4pp | 67.2%-57.1pp |
| Annual return | 13.84% | 25.94%-12.1pp | 1701.33%-1687.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $463 | $1,170-60.5% | $1,952-76.3% | $4,346-89.4% |
| Admin fee / account holder | $337 | $2,364-85.7% | $2,829-88.1% | $1,942-82.6% |