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 | $13,939 | $99,921-86.1% | $85,009-83.6% | $145,959-90.5% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 12.28% | 83.89%-71.6pp | 66.47%-54.2pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,037 | $3,233-67.9% | $2,728-62.0% | $4,661-77.7% |
| Participant deferral / active EE | $1,085 | $5,293-79.5% | $4,522-76.0% | $6,689-83.8% |
| Admin fee / account holder | $1,938 | $7,252-73.3% | $6,153-68.5% | $13,398-85.5% |