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 | $10,249 | $26,114-60.8% | $58,482-82.5% | $74,419-86.2% |
| Participation rate | 14.0% | 32.1%-18.1pp | 50.9%-36.9pp | 70.7%-56.8pp |
| Annual return | 247.21% | 32.51%+214.7pp | 4239.32%-3992.1pp | 34.38%+212.8pp |
| Employer contribution / active EE | $102 | $536-81.0% | $1,053-90.3% | $2,637-96.1% |
| Participant deferral / active EE | $620 | $1,075-42.3% | $1,924-67.8% | $4,528-86.3% |
| Admin fee / account holder | $438 | $649-32.5% | $2,516-82.6% | $348+26.1% |