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 | $14,798 | $88,594-83.3% | $70,092-78.9% | $134,475-89.0% |
| Participation rate | 30.4% | 74.9%-44.5pp | 70.5%-40.0pp | 81.2%-50.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,512 | $3,233-53.2% | $2,559-40.9% | $4,740-68.1% |
| Participant deferral / active EE | $3,434 | $4,772-28.0% | $3,849-10.8% | $6,400-46.3% |
| Admin fee / account holder | $1,351 | $10,441-87.1% | $6,267-78.4% | $11,426-88.2% |