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 | $27,518 | $29,548-6.9% | $56,411-51.2% | $77,643-64.6% |
| Participation rate | 22.9% | 32.7%-9.7pp | 52.5%-29.5pp | 70.6%-47.6pp |
| Annual return | 20.75% | 19.01%+1.7pp | 1701.33%-1680.6pp | 31.24%-10.5pp |
| Employer contribution / active EE | $230 | $568-59.5% | $1,039-77.9% | $2,726-91.6% |
| Participant deferral / active EE | $736 | $1,061-30.6% | $1,952-62.3% | $4,647-84.2% |
| Admin fee / account holder | $1,853 | $1,046+77.1% | $2,829-34.5% | $430+330.4% |