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 | $30,588-52.4% | $53,898-73.0% | $85,563-83.0% |
| Participation rate | 16.0% | 26.3%-10.4pp | 55.0%-39.0pp | 66.0%-50.0pp |
| Annual return | 25.54% | 50.42%-24.9pp | 528.60%-503.1pp | 31.51%-6.0pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $555 | $848-34.6% | $1,826-69.6% | $4,375-87.3% |
| Admin fee / account holder | $4,146 | $1,879+120.6% | $2,491+66.5% | $834+397.0% |