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 | $16,768 | $30,400-44.8% | $53,898-68.9% | $84,808-80.2% |
| Participation rate | 12.8% | 46.4%-33.7pp | 55.0%-42.2pp | 68.3%-55.5pp |
| Annual return | 25.80% | 500.19%-474.4pp | 528.60%-502.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $196 | $603-67.5% | $932-79.0% | $2,631-92.5% |
| Participant deferral / active EE | $701 | $1,199-41.5% | $1,826-61.6% | $4,212-83.3% |
| Admin fee / account holder | $661 | $1,993-66.8% | $2,491-73.5% | $7,344-91.0% |