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 | $52,895 | $97,125-45.5% | $86,233-38.7% | $137,256-61.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 23.71% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,852 | $2,841+0.4% | $2,504+13.9% | $4,156-31.4% |
| Participant deferral / active EE | $6,547 | $5,180+26.4% | $4,559+43.6% | $6,407+2.2% |
| Admin fee / account holder | $5,991 | $9,725-38.4% | $8,342-28.2% | $12,270-51.2% |