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 | $11,153 | $49,922-77.7% | $80,569-86.2% | $75,163-85.2% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 39.90% | 34.69%+5.2pp | 935.43%-895.5pp | 160.62%-120.7pp |
| Employer contribution / active EE | $563 | $1,698-66.9% | $2,723-79.3% | $2,670-78.9% |
| Participant deferral / active EE | $1,443 | $2,990-51.7% | $4,447-67.6% | $4,125-65.0% |
| Admin fee / account holder | $783 | $3,577-78.1% | $5,377-85.4% | $5,651-86.1% |