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 | $15,513 | $70,756-78.1% | $65,493-76.3% | $142,382-89.1% |
| Participation rate | 30.0% | 77.4%-47.4pp | 73.1%-43.1pp | 80.1%-50.1pp |
| Annual return | 21.06% | 1754.89%-1733.8pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $946 | $2,881-67.2% | $2,574-63.2% | $4,299-78.0% |
| Participant deferral / active EE | $1,087 | $4,637-76.6% | $3,961-72.6% | $6,507-83.3% |
| Admin fee / account holder | $9,111 | $6,559+38.9% | $5,028+81.2% | $12,624-27.8% |