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 | $14,102 | $27,243-48.2% | $52,425-73.1% | $79,634-82.3% |
| Participation rate | 15.6% | 22.4%-6.9pp | 55.6%-40.1pp | 62.5%-46.9pp |
| Annual return | 18.83% | 63.36%-44.5pp | 302.12%-283.3pp | 36.46%-17.6pp |
| Employer contribution / active EE | $271 | $319-15.2% | $914-70.4% | $2,529-89.3% |
| Participant deferral / active EE | $386 | $636-39.2% | $1,790-78.4% | $3,835-89.9% |
| Admin fee / account holder | $1,711 | $2,105-18.7% | $2,495-31.4% | $1,002+70.7% |