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 | $11,948 | $34,934-65.8% | $56,411-78.8% | $74,495-84.0% |
| Participation rate | 14.4% | 32.8%-18.5pp | 52.5%-38.1pp | 67.2%-52.8pp |
| Annual return | 18.96% | 25.94%-7.0pp | 1701.33%-1682.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $259 | $609-57.4% | $1,039-75.0% | $2,623-90.1% |
| Participant deferral / active EE | $710 | $1,170-39.3% | $1,952-63.6% | $4,346-83.7% |
| Admin fee / account holder | $903 | $2,364-61.8% | $2,829-68.1% | $1,942-53.5% |