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 5-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 | $15,084 | $30,400-50.4% | $53,898-72.0% | $84,808-82.2% |
| Participation rate | 15.7% | 46.4%-30.8pp | 55.0%-39.3pp | 68.3%-52.6pp |
| Annual return | 18.92% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $148 | $603-75.5% | $932-84.2% | $2,631-94.4% |
| Participant deferral / active EE | $394 | $1,199-67.1% | $1,826-78.4% | $4,212-90.6% |
| Admin fee / account holder | $946 | $1,993-52.6% | $2,491-62.0% | $7,344-87.1% |