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 | $3,163 | $29,319-89.2% | $52,425-94.0% | $82,448-96.2% |
| Participation rate | 23.8% | 46.9%-23.0pp | 55.6%-31.8pp | 68.1%-44.3pp |
| Annual return | 22.70% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $400 | $1,171-65.8% | $1,790-77.6% | $4,139-90.3% |
| Admin fee / account holder | $699 | $1,962-64.4% | $2,495-72.0% | $7,234-90.3% |