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 4-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 | $8,628 | $30,588-71.8% | $53,898-84.0% | $85,563-89.9% |
| Participation rate | 10.3% | 26.3%-16.1pp | 55.0%-44.7pp | 66.0%-55.7pp |
| Annual return | 17.90% | 50.42%-32.5pp | 528.60%-510.7pp | 31.51%-13.6pp |
| Employer contribution / active EE | $114 | $436-73.8% | $932-87.8% | $2,654-95.7% |
| Participant deferral / active EE | $253 | $848-70.2% | $1,826-86.2% | $4,375-94.2% |
| Admin fee / account holder | $770 | $1,879-59.0% | $2,491-69.1% | $834-7.7% |