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 | $24,200 | $47,479-49.0% | $62,929-61.5% | $82,448-70.6% |
| Participation rate | 44.0% | 66.9%-22.9pp | 73.1%-29.1pp | 68.1%-24.1pp |
| Annual return | 37.09% | 20.34%+16.7pp | 1063.93%-1026.8pp | 41.64%-4.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,210 | $2,870+11.8% | $3,888-17.4% | $4,139-22.4% |
| Admin fee / account holder | $1,636 | $3,804-57.0% | $5,065-67.7% | $7,234-77.4% |