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 | $6,110 | $27,915-78.1% | $58,482-89.6% | $75,163-91.9% |
| Participation rate | 29.7% | 38.8%-9.1pp | 50.9%-21.1pp | 67.2%-37.5pp |
| Annual return | 44.31% | 44.20%+0.1pp | 4239.32%-4195.0pp | 160.62%-116.3pp |
| Employer contribution / active EE | $964 | $669+44.0% | $1,053-8.5% | $2,670-63.9% |
| Participant deferral / active EE | $1,957 | $1,201+62.9% | $1,924+1.7% | $4,125-52.6% |
| Admin fee / account holder | $340 | $1,726-80.3% | $2,516-86.5% | $5,651-94.0% |