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 | $25,587 | $29,319-12.7% | $52,425-51.2% | $82,448-69.0% |
| Participation rate | 15.6% | 46.9%-31.2pp | 55.6%-40.0pp | 68.1%-52.4pp |
| Annual return | 22.78% | 535.20%-512.4pp | 302.12%-279.3pp | 41.64%-18.9pp |
| Employer contribution / active EE | $228 | $586-61.2% | $914-75.1% | $2,551-91.1% |
| Participant deferral / active EE | $1,557 | $1,171+32.9% | $1,790-13.1% | $4,139-62.4% |
| Admin fee / account holder | $662 | $1,962-66.2% | $2,495-73.5% | $7,234-90.8% |