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 5-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 | $12,153 | $27,839-56.3% | $58,482-79.2% | $71,457-83.0% |
| Participation rate | 12.1% | 34.5%-22.4pp | 50.9%-38.7pp | 67.9%-55.8pp |
| Annual return | 31.82% | 26.81%+5.0pp | 4239.32%-4207.5pp | 28.85%+3.0pp |
| Employer contribution / active EE | $301 | $631-52.3% | $1,053-71.4% | $2,588-88.4% |
| Participant deferral / active EE | $664 | $1,206-45.0% | $1,924-65.5% | $4,289-84.5% |
| Admin fee / account holder | $2,180 | $1,641+32.8% | $2,516-13.4% | $1,587+37.3% |