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 | $20,586 | $29,660-30.6% | $56,411-63.5% | $80,856-74.5% |
| Participation rate | 41.1% | 41.6%-0.6pp | 52.5%-11.4pp | 67.6%-26.5pp |
| Annual return | 12.06% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $649 | $669-3.0% | $1,039-37.5% | $2,755-76.4% |
| Participant deferral / active EE | $996 | $1,226-18.8% | $1,952-49.0% | $4,296-76.8% |
| Admin fee / account holder | $1,360 | $2,428-44.0% | $2,829-51.9% | $6,918-80.3% |