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 | $9,157 | $29,319-68.8% | $52,425-82.5% | $82,448-88.9% |
| Participation rate | 68.8% | 46.9%+21.9pp | 55.6%+13.1pp | 68.1%+0.7pp |
| Annual return | 14.97% | 535.20%-520.2pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,471 | $1,171+25.6% | $1,790-17.8% | $4,139-64.5% |
| Admin fee / account holder | $884 | $1,962-54.9% | $2,495-64.5% | $7,234-87.8% |