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 7-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 | $12,175 | $39,286-69.0% | $80,716-84.9% | $79,386-84.7% |
| Participation rate | 16.3% | 41.0%-24.6pp | 54.2%-37.8pp | 70.7%-54.4pp |
| Annual return | 18.52% | 98.95%-80.4pp | 87.28%-68.8pp | 116.85%-98.3pp |
| Employer contribution / active EE | $204 | $594-65.7% | $1,160-82.4% | $2,427-91.6% |
| Participant deferral / active EE | $595 | $1,264-52.9% | $2,146-72.3% | $4,046-85.3% |
| Admin fee / account holder | $626 | $647-3.3% | $3,380-81.5% | $626-0.1% |