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 | $10,493 | $29,660-64.6% | $56,411-81.4% | $80,856-87.0% |
| Participation rate | 14.6% | 41.6%-27.0pp | 52.5%-37.9pp | 67.6%-53.0pp |
| Annual return | 12.45% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $310 | $669-53.7% | $1,039-70.1% | $2,755-88.7% |
| Participant deferral / active EE | $679 | $1,226-44.6% | $1,952-65.2% | $4,296-84.2% |
| Admin fee / account holder | $827 | $2,428-65.9% | $2,829-70.8% | $6,918-88.0% |