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 | $20,837 | $29,319-28.9% | $52,425-60.3% | $82,448-74.7% |
| Participation rate | 30.9% | 46.9%-16.0pp | 55.6%-24.7pp | 68.1%-37.2pp |
| Annual return | 22.45% | 535.20%-512.7pp | 302.12%-279.7pp | 41.64%-19.2pp |
| Employer contribution / active EE | $571 | $586-2.7% | $914-37.6% | $2,551-77.6% |
| Participant deferral / active EE | $1,708 | $1,171+45.8% | $1,790-4.6% | $4,139-58.7% |
| Admin fee / account holder | $840 | $1,962-57.2% | $2,495-66.3% | $7,234-88.4% |