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 | $27,243-54.5% | $52,425-76.4% | $79,634-84.4% |
| Participation rate | 9.5% | 22.4%-13.0pp | 55.6%-46.2pp | 62.5%-53.0pp |
| Annual return | 17.13% | 63.36%-46.2pp | 302.12%-285.0pp | 36.46%-19.3pp |
| Employer contribution / active EE | $77 | $319-76.0% | $914-91.6% | $2,529-97.0% |
| Participant deferral / active EE | $225 | $636-64.6% | $1,790-87.4% | $3,835-94.1% |
| Admin fee / account holder | $1,273 | $2,105-39.5% | $2,495-49.0% | $1,002+27.1% |