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 | $10,071 | $96,305-89.5% | $80,569-87.5% | $139,434-92.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 11.53% | 1350.08%-1338.6pp | 935.43%-923.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,088 | $3,262-66.6% | $2,723-60.1% | $4,751-77.1% |
| Participant deferral / active EE | $1,902 | $5,232-63.7% | $4,447-57.2% | $6,710-71.7% |
| Admin fee / account holder | $5,168 | $6,599-21.7% | $5,377-3.9% | $11,403-54.7% |