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 | $3,477 | $27,915-87.5% | $58,482-94.1% | $75,163-95.4% |
| Participation rate | 9.7% | 38.8%-29.2pp | 50.9%-41.2pp | 67.2%-57.5pp |
| Annual return | 35.14% | 44.20%-9.1pp | 4239.32%-4204.2pp | 160.62%-125.5pp |
| Employer contribution / active EE | $153 | $669-77.2% | $1,053-85.5% | $2,670-94.3% |
| Participant deferral / active EE | $260 | $1,201-78.3% | $1,924-86.5% | $4,125-93.7% |
| Admin fee / account holder | $2,351 | $1,726+36.2% | $2,516-6.6% | $5,651-58.4% |