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 | $4,834 | $30,400-84.1% | $53,898-91.0% | $84,808-94.3% |
| Participation rate | 38.1% | 46.4%-8.3pp | 55.0%-16.9pp | 68.3%-30.2pp |
| Annual return | 22.67% | 500.19%-477.5pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $286 | $603-52.5% | $932-69.3% | $2,631-89.1% |
| Participant deferral / active EE | $487 | $1,199-59.3% | $1,826-73.3% | $4,212-88.4% |
| Admin fee / account holder | $511 | $1,993-74.4% | $2,491-79.5% | $7,344-93.0% |