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 5-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 | $27,378 | $73,397-62.7% | $178,014-84.6% | $74,546-63.3% |
| Participation rate | 37.2% | 66.6%-29.4pp | 77.1%-39.9pp | 67.2%-30.0pp |
| Annual return | 11.48% | 17.49%-6.0pp | 294.80%-283.3pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,238 | $4,512-50.4% | $6,276-64.3% | $4,347-48.5% |
| Admin fee / account holder | $2,764 | $1,809+52.7% | $10,362-73.3% | $1,944+42.2% |