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 | $15,784 | $49,922-68.4% | $80,569-80.4% | $75,163-79.0% |
| Participation rate | 67.7% | 55.3%+12.4pp | 67.0%+0.7pp | 67.2%+0.6pp |
| Annual return | 28.21% | 34.69%-6.5pp | 935.43%-907.2pp | 160.62%-132.4pp |
| Employer contribution / active EE | $1,401 | $1,698-17.5% | $2,723-48.6% | $2,670-47.5% |
| Participant deferral / active EE | $2,345 | $2,990-21.6% | $4,447-47.3% | $4,125-43.2% |
| Admin fee / account holder | $1,251 | $3,577-65.0% | $5,377-76.7% | $5,651-77.9% |