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 | $12,703 | $29,548-57.0% | $56,411-77.5% | $77,643-83.6% |
| Participation rate | 17.2% | 32.7%-15.5pp | 52.5%-35.3pp | 70.6%-53.4pp |
| Annual return | 32.88% | 19.01%+13.9pp | 1701.33%-1668.5pp | 31.24%+1.6pp |
| Employer contribution / active EE | $171 | $568-69.8% | $1,039-83.5% | $2,726-93.7% |
| Participant deferral / active EE | $717 | $1,061-32.4% | $1,952-63.3% | $4,647-84.6% |
| Admin fee / account holder | $1,117 | $1,046+6.8% | $2,829-60.5% | $430+159.5% |