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 | $7,801 | $27,839-72.0% | $58,482-86.7% | $71,457-89.1% |
| Participation rate | 33.3% | 34.5%-1.2pp | 50.9%-17.5pp | 67.9%-34.6pp |
| Annual return | 38.88% | 26.81%+12.1pp | 4239.32%-4200.4pp | 28.85%+10.0pp |
| Employer contribution / active EE | $935 | $631+48.2% | $1,053-11.2% | $2,588-63.9% |
| Participant deferral / active EE | $1,900 | $1,206+57.5% | $1,924-1.3% | $4,289-55.7% |
| Admin fee / account holder | $1,098 | $1,641-33.1% | $2,516-56.3% | $1,587-30.8% |