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 | $25,934 | $38,365-32.4% | $84,611-69.3% | $65,185-60.2% |
| Participation rate | 50.0% | 55.7%-5.7pp | 68.2%-18.2pp | 70.2%-20.2pp |
| Annual return | 20.13% | 32.00%-11.9pp | 258.74%-238.6pp | 29.38%-9.3pp |
| Employer contribution / active EE | $718 | $1,258-42.9% | $2,652-72.9% | $2,177-67.0% |
| Participant deferral / active EE | $2,277 | $2,2780% | $3,899-41.6% | $3,514-35.2% |
| Admin fee / account holder | $639 | $451+41.6% | $4,912-87.0% | $847-24.6% |