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 | $6,933 | $27,839-75.1% | $58,482-88.1% | $71,457-90.3% |
| Participation rate | 30.5% | 34.5%-4.1pp | 50.9%-20.4pp | 67.9%-37.4pp |
| Annual return | 42.51% | 26.81%+15.7pp | 4239.32%-4196.8pp | 28.85%+13.7pp |
| Employer contribution / active EE | $649 | $631+2.9% | $1,053-38.4% | $2,588-74.9% |
| Participant deferral / active EE | $1,030 | $1,206-14.6% | $1,924-46.5% | $4,289-76.0% |
| Admin fee / account holder | $315 | $1,641-80.8% | $2,516-87.5% | $1,587-80.2% |