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 | $15,204 | $29,319-48.1% | $52,425-71.0% | $82,448-81.6% |
| Participation rate | 23.5% | 46.9%-23.3pp | 55.6%-32.1pp | 68.1%-44.5pp |
| Annual return | 17.98% | 535.20%-517.2pp | 302.12%-284.1pp | 41.64%-23.7pp |
| Employer contribution / active EE | $370 | $586-36.9% | $914-59.5% | $2,551-85.5% |
| Participant deferral / active EE | $583 | $1,171-50.2% | $1,790-67.4% | $4,139-85.9% |
| Admin fee / account holder | $2,168 | $1,962+10.5% | $2,495-13.1% | $7,234-70.0% |