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 5-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 | $17,862 | $55,472-67.8% | $155,567-88.5% | $74,546-76.0% |
| Participation rate | 40.0% | 61.9%-21.9pp | 78.2%-38.2pp | 67.2%-27.2pp |
| Annual return | 17.05% | 268.72%-251.7pp | 64.74%-47.7pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $458 | $2,269-79.8% | $4,674-90.2% | $2,624-82.5% |
| Participant deferral / active EE | $2,250 | $2,838-20.7% | $5,628-60.0% | $4,347-48.2% |
| Admin fee / account holder | $3,055 | $1,743+75.3% | $15,916-80.8% | $1,944+57.2% |