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 | $12,563 | $27,243-53.9% | $52,425-76.0% | $79,634-84.2% |
| Participation rate | 8.8% | 22.4%-13.6pp | 55.6%-46.8pp | 62.5%-53.7pp |
| Annual return | 20.30% | 63.36%-43.1pp | 302.12%-281.8pp | 36.46%-16.2pp |
| Employer contribution / active EE | $145 | $319-54.6% | $914-84.1% | $2,529-94.3% |
| Participant deferral / active EE | $281 | $636-55.8% | $1,790-84.3% | $3,835-92.7% |
| Admin fee / account holder | $1,339 | $2,105-36.4% | $2,495-46.3% | $1,002+33.6% |