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 | $9,171 | $47,479-80.7% | $62,929-85.4% | $82,448-88.9% |
| Participation rate | 48.9% | 66.9%-18.0pp | 73.1%-24.2pp | 68.1%-19.2pp |
| Annual return | 22.34% | 20.34%+2.0pp | 1063.93%-1041.6pp | 41.64%-19.3pp |
| Employer contribution / active EE | $591 | $1,885-68.6% | $2,505-76.4% | $2,551-76.8% |
| Participant deferral / active EE | $1,333 | $2,870-53.6% | $3,888-65.7% | $4,139-67.8% |
| Admin fee / account holder | $447 | $3,804-88.2% | $5,065-91.2% | $7,234-93.8% |