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 10-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 | $21,707 | $45,035-51.8% | $62,995-65.5% | $70,131-69.0% |
| Participation rate | 68.0% | 69.5%-1.5pp | 74.8%-6.8pp | 69.5%-1.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $627 | $2,051-69.5% | $2,759-77.3% | $2,342-73.3% |
| Participant deferral / active EE | $895 | $2,465-63.7% | $3,329-73.1% | $3,332-73.1% |
| Admin fee / account holder | $752 | $2,834-73.5% | $3,600-79.1% | $4,645-83.8% |