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 | $6,476 | $34,934-81.5% | $56,411-88.5% | $74,495-91.3% |
| Participation rate | 19.9% | 32.8%-13.0pp | 52.5%-32.6pp | 67.2%-47.3pp |
| Annual return | 11.52% | 25.94%-14.4pp | 1701.33%-1689.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $232 | $609-61.9% | $1,039-77.7% | $2,623-91.2% |
| Participant deferral / active EE | $590 | $1,170-49.6% | $1,952-69.8% | $4,346-86.4% |
| Admin fee / account holder | $629 | $2,364-73.4% | $2,829-77.8% | $1,942-67.6% |