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 | $14,190 | $29,660-52.2% | $56,411-74.8% | $80,856-82.5% |
| Participation rate | 41.9% | 41.6%+0.3pp | 52.5%-10.5pp | 67.6%-25.7pp |
| Annual return | 18.14% | 35.23%-17.1pp | 1701.33%-1683.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,003 | $669+49.8% | $1,039-3.4% | $2,755-63.6% |
| Participant deferral / active EE | $1,910 | $1,226+55.8% | $1,952-2.1% | $4,296-55.5% |
| Admin fee / account holder | $557 | $2,428-77.0% | $2,829-80.3% | $6,918-91.9% |