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 | $14,838 | $60,323-75.4% | $81,812-81.9% | $74,495-80.1% |
| Participation rate | 14.0% | 62.9%-48.9pp | 72.3%-58.4pp | 67.2%-53.2pp |
| Annual return | 26.48% | 16.90%+9.6pp | 773.79%-747.3pp | 1364.94%-1338.5pp |
| Employer contribution / active EE | $387 | $2,620-85.2% | $2,912-86.7% | $2,623-85.2% |
| Participant deferral / active EE | $817 | $3,387-75.9% | $4,319-81.1% | $4,346-81.2% |
| Admin fee / account holder | $3,195 | $1,486+115.0% | $7,386-56.7% | $1,942+64.5% |