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 | $20,220 | $27,915-27.6% | $58,482-65.4% | $75,163-73.1% |
| Participation rate | 13.8% | 38.8%-25.0pp | 50.9%-37.1pp | 67.2%-53.4pp |
| Annual return | 21.05% | 44.20%-23.2pp | 4239.32%-4218.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $239 | $669-64.3% | $1,053-77.3% | $2,670-91.1% |
| Participant deferral / active EE | $872 | $1,201-27.4% | $1,924-54.7% | $4,125-78.9% |
| Admin fee / account holder | $373 | $1,726-78.4% | $2,516-85.2% | $5,651-93.4% |