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 6-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 | $13,870 | $62,573-77.8% | $85,682-83.8% | $85,850-83.8% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.9%-32.4pp | 69.3%-31.8pp |
| Annual return | 23.88% | 23.77%+0.1pp | 21.49%+2.4pp | 318.53%-294.7pp |
| Employer contribution / active EE | $947 | $1,757-46.1% | $2,618-63.8% | $2,565-63.1% |
| Participant deferral / active EE | $2,125 | $2,802-24.2% | $3,923-45.8% | $3,952-46.2% |
| Admin fee / account holder | $620 | $4,640-86.6% | $6,873-91.0% | $6,260-90.1% |