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 | $13,075 | $48,795-73.2% | $65,493-80.0% | $84,808-84.6% |
| Participation rate | 28.4% | 67.0%-38.6pp | 73.1%-44.7pp | 68.3%-39.9pp |
| Annual return | 19.64% | 20.20%-0.6pp | 982.45%-962.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,154 | $2,928-60.6% | $3,961-70.9% | $4,212-72.6% |
| Admin fee / account holder | $3,259 | $3,877-15.9% | $5,028-35.2% | $7,344-55.6% |