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 8-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 | $12,623 | $41,078-69.3% | $80,569-84.3% | $71,457-82.3% |
| Participation rate | 13.2% | 50.2%-37.1pp | 67.0%-53.8pp | 67.9%-54.8pp |
| Annual return | 30.79% | 38.45%-7.7pp | 935.43%-904.6pp | 28.85%+1.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $912 | $2,699-66.2% | $4,447-79.5% | $4,289-78.7% |
| Admin fee / account holder | $1,455 | $1,840-20.9% | $5,377-72.9% | $1,587-8.3% |