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 | $33,919 | $54,701-38.0% | $86,188-60.6% | $71,457-52.5% |
| Participation rate | 43.9% | 60.1%-16.2pp | 69.0%-25.1pp | 67.9%-24.0pp |
| Annual return | 0.00% | 20.06%-20.1pp | 1168.45%-1168.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $394 | $1,265-68.8% | $2,380-83.4% | $2,588-84.8% |
| Participant deferral / active EE | $1,460 | $3,108-53.0% | $3,985-63.4% | $4,289-66.0% |
| Admin fee / account holder | $1,001 | $1,922-47.9% | $6,852-85.4% | $1,587-36.9% |