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 | $16,800 | $29,660-43.4% | $56,411-70.2% | $80,856-79.2% |
| Participation rate | 23.2% | 41.6%-18.4pp | 52.5%-29.3pp | 67.6%-44.4pp |
| Annual return | 12.55% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $520 | $669-22.3% | $1,039-49.9% | $2,755-81.1% |
| Participant deferral / active EE | $814 | $1,226-33.6% | $1,952-58.3% | $4,296-81.0% |
| Admin fee / account holder | $1,563 | $2,428-35.6% | $2,829-44.8% | $6,918-77.4% |