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 | $17,960 | $83,902-78.6% | $167,512-89.3% | $84,808-78.8% |
| Participation rate | 56.7% | 66.5%-9.8pp | 77.1%-20.4pp | 68.3%-11.6pp |
| Annual return | 15.57% | 91.55%-76.0pp | 1615.79%-1600.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,234 | $2,264-45.5% | $3,882-68.2% | $2,631-53.1% |
| Participant deferral / active EE | $2,308 | $4,442-48.0% | $6,405-64.0% | $4,212-45.2% |
| Admin fee / account holder | $3,500 | $7,915-55.8% | $9,769-64.2% | $7,344-52.3% |