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 | $22,904 | $50,815-54.9% | $155,509-85.3% | $77,643-70.5% |
| Participation rate | 17.4% | 63.1%-45.7pp | 78.2%-60.8pp | 70.6%-53.2pp |
| Annual return | 14.21% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $980 | $1,993-50.8% | $4,672-79.0% | $2,726-64.1% |
| Participant deferral / active EE | $1,178 | $2,822-58.3% | $5,626-79.1% | $4,647-74.7% |
| Admin fee / account holder | $4,926 | $437+1028.2% | $15,912-69.0% | $430+1044.6% |