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 | $24,893 | $31,310-20.5% | $53,898-53.8% | $74,304-66.5% |
| Participation rate | 9.6% | 30.7%-21.1pp | 55.0%-45.3pp | 60.3%-50.7pp |
| Annual return | 18.44% | 23.16%-4.7pp | 528.60%-510.2pp | 29.43%-11.0pp |
| Employer contribution / active EE | $126 | $450-72.1% | $932-86.5% | $2,241-94.4% |
| Participant deferral / active EE | $347 | $934-62.9% | $1,826-81.0% | $3,767-90.8% |
| Admin fee / account holder | $803 | $2,175-63.1% | $2,491-67.8% | $2,969-72.9% |