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 | $23,131 | $59,107-60.9% | $86,436-73.2% | $68,494-66.2% |
| Participation rate | 64.6% | 75.2%-10.7pp | 80.3%-15.8pp | 67.9%-3.3pp |
| Annual return | 14.99% | -0.23%+15.2pp | 4394.89%-4379.9pp | -7.84%+22.8pp |
| Employer contribution / active EE | $2,179 | $2,519-13.5% | $3,769-42.2% | $2,596-16.1% |
| Participant deferral / active EE | $9,500 | $5,901+61.0% | $6,952+36.7% | $4,027+135.9% |
| Admin fee / account holder | $3,015 | $5,637-46.5% | $6,731-55.2% | $5,403-44.2% |