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 | $2,451 | $29,319-91.6% | $52,425-95.3% | $82,448-97.0% |
| Participation rate | 63.4% | 46.9%+16.6pp | 55.6%+7.8pp | 68.1%-4.7pp |
| Annual return | 14.58% | 535.20%-520.6pp | 302.12%-287.5pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,053 | $1,171-10.1% | $1,790-41.2% | $4,139-74.5% |
| Admin fee / account holder | $952 | $1,962-51.5% | $2,495-61.8% | $7,234-86.8% |