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 10-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 | $23,365 | $104,106-77.6% | $71,086-67.1% | $135,375-82.7% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $577 | $1,485-61.1% | $1,088-46.9% | $4,779-87.9% |
| Participant deferral / active EE | $2,139 | $2,527-15.3% | $1,874+14.1% | $5,609-61.9% |
| Admin fee / account holder | $1,094 | $4,142-73.6% | $3,082-64.5% | $10,827-89.9% |