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 | $30,400-47.1% | $53,898-70.2% | $84,808-81.0% |
| Participation rate | 23.1% | 46.4%-23.4pp | 55.0%-31.9pp | 68.3%-45.2pp |
| Annual return | 19.57% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $335 | $603-44.4% | $932-64.0% | $2,631-87.3% |
| Participant deferral / active EE | $764 | $1,199-36.3% | $1,826-58.2% | $4,212-81.9% |
| Admin fee / account holder | $557 | $1,993-72.1% | $2,491-77.6% | $7,344-92.4% |