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 | $5,436 | $29,660-81.7% | $56,411-90.4% | $80,856-93.3% |
| Participation rate | 51.5% | 41.6%+9.8pp | 52.5%-1.0pp | 67.6%-16.2pp |
| Annual return | 14.50% | 35.23%-20.7pp | 1701.33%-1686.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $373 | $669-44.3% | $1,039-64.1% | $2,755-86.5% |
| Participant deferral / active EE | $1,007 | $1,226-17.9% | $1,952-48.4% | $4,296-76.6% |
| Admin fee / account holder | $661 | $2,428-72.8% | $2,829-76.6% | $6,918-90.4% |