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 | $20,794 | $27,915-25.5% | $58,482-64.4% | $75,163-72.3% |
| Participation rate | 21.6% | 38.8%-17.3pp | 50.9%-29.3pp | 67.2%-45.6pp |
| Annual return | 22.33% | 44.20%-21.9pp | 4239.32%-4217.0pp | 160.62%-138.3pp |
| Employer contribution / active EE | $566 | $669-15.4% | $1,053-46.3% | $2,670-78.8% |
| Participant deferral / active EE | $1,512 | $1,201+25.9% | $1,924-21.4% | $4,125-63.3% |
| Admin fee / account holder | $325 | $1,726-81.2% | $2,516-87.1% | $5,651-94.2% |