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 | $28,245 | $57,590-51.0% | $86,233-67.2% | $82,448-65.7% |
| Participation rate | 0.0% | 57.9%-57.9pp | 69.0%-69.0pp | 68.1%-68.1pp |
| Annual return | 19.12% | 22.41%-3.3pp | 61.39%-42.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,946 | $1,655+17.6% | $2,504-22.3% | $2,551-23.7% |
| Participant deferral / active EE | $2,448 | $3,080-20.5% | $4,559-46.3% | $4,139-40.9% |
| Admin fee / account holder | $512 | $4,730-89.2% | $8,342-93.9% | $7,234-92.9% |