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 | $12,394 | $27,243-54.5% | $52,425-76.4% | $79,634-84.4% |
| Participation rate | 13.6% | 22.4%-8.9pp | 55.6%-42.1pp | 62.5%-48.9pp |
| Annual return | 16.77% | 63.36%-46.6pp | 302.12%-285.4pp | 36.46%-19.7pp |
| Employer contribution / active EE | $169 | $319-47.1% | $914-81.5% | $2,529-93.3% |
| Participant deferral / active EE | $296 | $636-53.5% | $1,790-83.5% | $3,835-92.3% |
| Admin fee / account holder | $1,432 | $2,105-32.0% | $2,495-42.6% | $1,002+43.0% |