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 | $12,394 | $30,588-59.5% | $53,898-77.0% | $85,563-85.5% |
| Participation rate | 9.5% | 26.3%-16.9pp | 55.0%-45.5pp | 66.0%-56.5pp |
| Annual return | 17.13% | 50.42%-33.3pp | 528.60%-511.5pp | 31.51%-14.4pp |
| Employer contribution / active EE | $77 | $436-82.4% | $932-91.8% | $2,654-97.1% |
| Participant deferral / active EE | $225 | $848-73.5% | $1,826-87.7% | $4,375-94.9% |
| Admin fee / account holder | $1,273 | $1,879-32.3% | $2,491-48.9% | $834+52.6% |