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 | $19,870 | $48,795-59.3% | $65,493-69.7% | $84,808-76.6% |
| Participation rate | 34.4% | 67.0%-32.6pp | 73.1%-38.7pp | 68.3%-33.9pp |
| Annual return | 22.33% | 20.20%+2.1pp | 982.45%-960.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $616 | $1,930-68.1% | $2,574-76.1% | $2,631-76.6% |
| Participant deferral / active EE | $1,358 | $2,928-53.6% | $3,961-65.7% | $4,212-67.7% |
| Admin fee / account holder | $1,496 | $3,877-61.4% | $5,028-70.2% | $7,344-79.6% |