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 3-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 | $16,679 | $29,660-43.8% | $56,411-70.4% | $80,856-79.4% |
| Participation rate | 14.8% | 41.6%-26.9pp | 52.5%-37.7pp | 67.6%-52.9pp |
| Annual return | 13.91% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,377 | $1,226+12.3% | $1,952-29.5% | $4,296-68.0% |
| Admin fee / account holder | $7,581 | $2,428+212.3% | $2,829+168.0% | $6,918+9.6% |