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 | $3,088 | $24,733-87.5% | $69,647-95.6% | $74,495-95.9% |
| Participation rate | 61.7% | 63.5%-1.8pp | 66.5%-4.8pp | 67.2%-5.5pp |
| Annual return | 18.50% | 18.55%-0.1pp | 100.48%-82.0pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $471 | $1,001-52.9% | $1,712-72.5% | $2,623-82.0% |
| Participant deferral / active EE | $882 | $1,901-53.6% | $2,886-69.5% | $4,346-79.7% |
| Admin fee / account holder | $827 | $1,892-56.3% | $4,713-82.4% | $1,942-57.4% |