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 | $12,540 | $24,730-49.3% | $66,042-81.0% | $84,808-85.2% |
| Participation rate | 46.9% | 68.1%-21.2pp | 67.5%-20.6pp | 68.3%-21.4pp |
| Annual return | 17.30% | 79.55%-62.2pp | 52.11%-34.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,171 | $857+36.7% | $1,579-25.8% | $2,631-55.5% |
| Participant deferral / active EE | $1,975 | $1,737+13.7% | $2,835-30.3% | $4,212-53.1% |
| Admin fee / account holder | $798 | $3,014-73.5% | $5,747-86.1% | $7,344-89.1% |