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 | $17,141 | $29,660-42.2% | $56,411-69.6% | $80,856-78.8% |
| Participation rate | 19.5% | 41.6%-22.1pp | 52.5%-33.0pp | 67.6%-48.1pp |
| Annual return | 23.25% | 35.23%-12.0pp | 1701.33%-1678.1pp | 35.59%-12.3pp |
| Employer contribution / active EE | $585 | $669-12.6% | $1,039-43.7% | $2,755-78.8% |
| Participant deferral / active EE | $610 | $1,226-50.2% | $1,952-68.7% | $4,296-85.8% |
| Admin fee / account holder | $950 | $2,428-60.9% | $2,829-66.4% | $6,918-86.3% |