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 3-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 | $10,562 | $31,310-66.3% | $53,898-80.4% | $74,304-85.8% |
| Participation rate | 15.9% | 30.7%-14.8pp | 55.0%-39.1pp | 60.3%-44.5pp |
| Annual return | 16.66% | 23.16%-6.5pp | 528.60%-511.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $556 | $934-40.5% | $1,826-69.6% | $3,767-85.2% |
| Admin fee / account holder | $612 | $2,175-71.9% | $2,491-75.4% | $2,969-79.4% |