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 6-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 | $15,131 | $51,878-70.8% | $68,368-77.9% | $79,634-81.0% |
| Participation rate | 15.7% | 53.7%-38.0pp | 73.8%-58.0pp | 62.5%-46.8pp |
| Annual return | 27.87% | 137.43%-109.6pp | 292.57%-264.7pp | 36.46%-8.6pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $688 | $2,577-73.3% | $4,123-83.3% | $3,835-82.0% |
| Admin fee / account holder | $2,130 | $942+126.0% | $5,150-58.6% | $1,002+112.6% |