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 | $7,065 | $31,310-77.4% | $53,898-86.9% | $74,304-90.5% |
| Participation rate | 4.6% | 30.7%-26.1pp | 55.0%-50.4pp | 60.3%-55.8pp |
| Annual return | 24.94% | 23.16%+1.8pp | 528.60%-503.7pp | 29.43%-4.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $205 | $934-78.1% | $1,826-88.8% | $3,767-94.6% |
| Admin fee / account holder | $434 | $2,175-80.1% | $2,491-82.6% | $2,969-85.4% |