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 | $14,559 | $27,243-46.6% | $52,425-72.2% | $79,634-81.7% |
| Participation rate | 16.0% | 22.4%-6.5pp | 55.6%-39.7pp | 62.5%-46.5pp |
| Annual return | 25.54% | 63.36%-37.8pp | 302.12%-276.6pp | 36.46%-10.9pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $555 | $636-12.7% | $1,790-69.0% | $3,835-85.5% |
| Admin fee / account holder | $4,146 | $2,105+97.0% | $2,495+66.2% | $1,002+313.8% |