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 | $3,416 | $29,667-88.5% | $56,441-93.9% | $80,874-95.8% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 11.99% | 35.22%-23.2pp | 1704.21%-1692.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $275 | $669-58.9% | $1,039-73.5% | $2,756-90.0% |
| Participant deferral / active EE | $353 | $1,227-71.2% | $1,953-81.9% | $4,297-91.8% |
| Admin fee / account holder | $900 | $2,429-63.0% | $2,829-68.2% | $6,935-87.0% |