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 5-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 | $17,270 | $30,400-43.2% | $53,898-68.0% | $84,808-79.6% |
| Participation rate | 9.8% | 46.4%-36.6pp | 55.0%-45.2pp | 68.3%-58.5pp |
| Annual return | 28.61% | 500.19%-471.6pp | 528.60%-500.0pp | 40.90%-12.3pp |
| Employer contribution / active EE | $187 | $603-69.0% | $932-80.0% | $2,631-92.9% |
| Participant deferral / active EE | $527 | $1,199-56.0% | $1,826-71.1% | $4,212-87.5% |
| Admin fee / account holder | $902 | $1,993-54.8% | $2,491-63.8% | $7,344-87.7% |