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 | $15,131 | $26,114-42.1% | $58,482-74.1% | $74,419-79.7% |
| Participation rate | 16.2% | 32.1%-15.9pp | 50.9%-34.6pp | 70.7%-54.5pp |
| Annual return | 17.26% | 32.51%-15.3pp | 4239.32%-4222.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $243 | $536-54.6% | $1,053-76.9% | $2,637-90.8% |
| Participant deferral / active EE | $539 | $1,075-49.8% | $1,924-72.0% | $4,528-88.1% |
| Admin fee / account holder | $1,633 | $649+151.5% | $2,516-35.1% | $348+369.3% |