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 | $19,095 | $27,915-31.6% | $58,482-67.3% | $75,163-74.6% |
| Participation rate | 33.3% | 38.8%-5.5pp | 50.9%-17.5pp | 67.2%-33.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $811 | $669+21.2% | $1,053-23.0% | $2,670-69.6% |
| Participant deferral / active EE | $1,150 | $1,201-4.3% | $1,924-40.2% | $4,125-72.1% |
| Admin fee / account holder | $1,012 | $1,726-41.3% | $2,516-59.8% | $5,651-82.1% |