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 | $13,011 | $29,660-56.1% | $56,411-76.9% | $80,856-83.9% |
| Participation rate | 34.1% | 41.6%-7.6pp | 52.5%-18.4pp | 67.6%-33.5pp |
| Annual return | 11.77% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,056 | $669+57.7% | $1,039+1.6% | $2,755-61.7% |
| Participant deferral / active EE | $1,369 | $1,226+11.6% | $1,952-29.9% | $4,296-68.1% |
| Admin fee / account holder | $1,418 | $2,428-41.6% | $2,829-49.9% | $6,918-79.5% |