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 6-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 | $11,921 | $29,660-59.8% | $56,411-78.9% | $80,856-85.3% |
| Participation rate | 13.8% | 41.6%-27.9pp | 52.5%-38.7pp | 67.6%-53.8pp |
| Annual return | 11.06% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $201 | $669-70.0% | $1,039-80.7% | $2,755-92.7% |
| Participant deferral / active EE | $370 | $1,226-69.8% | $1,952-81.0% | $4,296-91.4% |
| Admin fee / account holder | $375 | $2,428-84.6% | $2,829-86.8% | $6,918-94.6% |