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 | $8,934 | $27,915-68.0% | $58,482-84.7% | $75,163-88.1% |
| Participation rate | 31.3% | 38.8%-7.6pp | 50.9%-19.6pp | 67.2%-35.9pp |
| Annual return | 41.92% | 44.20%-2.3pp | 4239.32%-4197.4pp | 160.62%-118.7pp |
| Employer contribution / active EE | $1,162 | $669+73.6% | $1,053+10.3% | $2,670-56.5% |
| Participant deferral / active EE | $1,727 | $1,201+43.8% | $1,924-10.2% | $4,125-58.1% |
| Admin fee / account holder | $1,270 | $1,726-26.4% | $2,516-49.5% | $5,651-77.5% |