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 | $29,042 | $30,400-4.5% | $53,898-46.1% | $84,808-65.8% |
| Participation rate | 24.2% | 46.4%-22.3pp | 55.0%-30.8pp | 68.3%-44.1pp |
| Annual return | 17.63% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $422 | $603-30.0% | $932-54.8% | $2,631-84.0% |
| Participant deferral / active EE | $507 | $1,199-57.7% | $1,826-72.2% | $4,212-88.0% |
| Admin fee / account holder | $4,279 | $1,993+114.7% | $2,491+71.8% | $7,344-41.7% |