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 4-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 | $17,911 | $29,660-39.6% | $56,411-68.2% | $80,856-77.8% |
| Participation rate | 60.7% | 41.6%+19.1pp | 52.5%+8.2pp | 67.6%-6.9pp |
| Annual return | 17.89% | 35.23%-17.3pp | 1701.33%-1683.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $851 | $669+27.1% | $1,039-18.1% | $2,755-69.1% |
| Participant deferral / active EE | $2,303 | $1,226+87.8% | $1,952+18.0% | $4,296-46.4% |
| Admin fee / account holder | $1,267 | $2,428-47.8% | $2,829-55.2% | $6,918-81.7% |