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 3-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 | $39,445 | $69,763-43.5% | $67,502-41.6% | $74,495-47.0% |
| Participation rate | 37.2% | 71.4%-34.2pp | 72.9%-35.7pp | 67.2%-30.0pp |
| Annual return | 20.65% | -40.34%+61.0pp | 3512.12%-3491.5pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $860 | $2,704-68.2% | $2,731-68.5% | $2,623-67.2% |
| Participant deferral / active EE | $1,747 | $3,636-52.0% | $4,000-56.3% | $4,346-59.8% |
| Admin fee / account holder | $1,835 | $896+104.8% | $3,998-54.1% | $1,942-5.5% |