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 | $12,057 | $48,046-74.9% | $84,611-85.7% | $72,985-83.5% |
| Participation rate | 21.0% | 57.6%-36.6pp | 68.2%-47.2pp | 69.5%-48.5pp |
| Annual return | 41.56% | 37.38%+4.2pp | 258.74%-217.2pp | 81.00%-39.4pp |
| Employer contribution / active EE | $557 | $1,602-65.2% | $2,652-79.0% | $2,440-77.2% |
| Participant deferral / active EE | $1,631 | $2,680-39.1% | $3,899-58.2% | $3,607-54.8% |
| Admin fee / account holder | $1,336 | $3,395-60.6% | $4,912-72.8% | $5,124-73.9% |