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 | $16,077 | $29,319-45.2% | $52,425-69.3% | $82,448-80.5% |
| Participation rate | 23.1% | 46.9%-23.8pp | 55.6%-32.5pp | 68.1%-45.0pp |
| Annual return | 19.57% | 535.20%-515.6pp | 302.12%-282.5pp | 41.64%-22.1pp |
| Employer contribution / active EE | $335 | $586-42.8% | $914-63.3% | $2,551-86.9% |
| Participant deferral / active EE | $764 | $1,171-34.8% | $1,790-57.4% | $4,139-81.6% |
| Admin fee / account holder | $557 | $1,962-71.6% | $2,495-77.7% | $7,234-92.3% |