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 5-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 | $8,429 | $29,660-71.6% | $56,411-85.1% | $80,856-89.6% |
| Participation rate | 17.0% | 41.6%-24.6pp | 52.5%-35.4pp | 67.6%-50.6pp |
| Annual return | 24.69% | 35.23%-10.5pp | 1701.33%-1676.6pp | 35.59%-10.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $463 | $1,226-62.2% | $1,952-76.3% | $4,296-89.2% |
| Admin fee / account holder | $510 | $2,428-79.0% | $2,829-82.0% | $6,918-92.6% |