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 | $17,835 | $30,588-41.7% | $53,898-66.9% | $85,563-79.2% |
| Participation rate | 20.1% | 26.3%-6.2pp | 55.0%-34.9pp | 66.0%-45.9pp |
| Annual return | 24.54% | 50.42%-25.9pp | 528.60%-504.1pp | 31.51%-7.0pp |
| Employer contribution / active EE | $537 | $436+23.3% | $932-42.3% | $2,654-79.8% |
| Participant deferral / active EE | $1,003 | $848+18.3% | $1,826-45.1% | $4,375-77.1% |
| Admin fee / account holder | $981 | $1,879-47.8% | $2,491-60.6% | $834+17.6% |