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 | $15,219 | $24,730-38.5% | $66,042-77.0% | $84,808-82.1% |
| Participation rate | 25.8% | 68.1%-42.3pp | 67.5%-41.7pp | 68.3%-42.5pp |
| Annual return | 14.68% | 79.55%-64.9pp | 52.11%-37.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $990 | $1,737-43.0% | $2,835-65.1% | $4,212-76.5% |
| Admin fee / account holder | $2,114 | $3,014-29.9% | $5,747-63.2% | $7,344-71.2% |