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 | $17,040 | $31,310-45.6% | $53,898-68.4% | $74,304-77.1% |
| Participation rate | 13.7% | 30.7%-16.9pp | 55.0%-41.2pp | 60.3%-46.6pp |
| Annual return | 20.94% | 23.16%-2.2pp | 528.60%-507.7pp | 29.43%-8.5pp |
| Employer contribution / active EE | $265 | $450-41.0% | $932-71.5% | $2,241-88.2% |
| Participant deferral / active EE | $359 | $934-61.5% | $1,826-80.3% | $3,767-90.5% |
| Admin fee / account holder | $1,428 | $2,175-34.4% | $2,491-42.7% | $2,969-51.9% |