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 8-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 | $14,423 | $60,124-76.0% | $90,404-84.0% | $79,858-81.9% |
| Participation rate | 38.7% | 65.0%-26.3pp | 72.7%-34.0pp | 69.6%-30.9pp |
| Annual return | 26.69% | 71.94%-45.3pp | 1293.02%-1266.3pp | 31.71%-5.0pp |
| Employer contribution / active EE | $571 | $2,068-72.4% | $3,262-82.5% | $2,471-76.9% |
| Participant deferral / active EE | $1,667 | $2,938-43.3% | $3,963-57.9% | $3,740-55.4% |
| Admin fee / account holder | $1,058 | $3,976-73.4% | $5,611-81.2% | $5,306-80.1% |