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 3-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 | $44,301 | $27,915+58.7% | $58,482-24.2% | $75,163-41.1% |
| Participation rate | 11.1% | 38.8%-27.7pp | 50.9%-39.7pp | 67.2%-56.1pp |
| Annual return | 15.59% | 44.20%-28.6pp | 4239.32%-4223.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $333 | $669-50.3% | $1,053-68.4% | $2,670-87.5% |
| Participant deferral / active EE | $788 | $1,201-34.4% | $1,924-59.0% | $4,125-80.9% |
| Admin fee / account holder | $1,653 | $1,726-4.2% | $2,516-34.3% | $5,651-70.7% |