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 | $21,904 | $57,281-61.8% | $86,612-74.7% | $75,163-70.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 15.51% | 2670.75%-2655.2pp | 591.07%-575.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $924 | $2,314-60.1% | $3,022-69.4% | $2,670-65.4% |
| Participant deferral / active EE | $1,853 | $3,318-44.2% | $4,438-58.2% | $4,125-55.1% |
| Admin fee / account holder | $2,951 | $4,112-28.2% | $5,614-47.4% | $5,651-47.8% |