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 | $14,638 | $27,915-47.6% | $58,482-75.0% | $75,163-80.5% |
| Participation rate | 38.6% | 38.8%-0.2pp | 50.9%-12.2pp | 67.2%-28.6pp |
| Annual return | 98.81% | 44.20%+54.6pp | 4239.32%-4140.5pp | 160.62%-61.8pp |
| Employer contribution / active EE | $448 | $669-33.0% | $1,053-57.5% | $2,670-83.2% |
| Participant deferral / active EE | $1,773 | $1,201+47.6% | $1,924-7.9% | $4,125-57.0% |
| Admin fee / account holder | $761 | $1,726-55.9% | $2,516-69.7% | $5,651-86.5% |