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 | $23,409 | $30,400-23.0% | $53,898-56.6% | $84,808-72.4% |
| Participation rate | 19.1% | 46.4%-27.3pp | 55.0%-35.8pp | 68.3%-49.2pp |
| Annual return | 15.22% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $305 | $603-49.4% | $932-67.3% | $2,631-88.4% |
| Participant deferral / active EE | $438 | $1,199-63.4% | $1,826-76.0% | $4,212-89.6% |
| Admin fee / account holder | $607 | $1,993-69.5% | $2,491-75.6% | $7,344-91.7% |