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 8-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 | $18,503 | $48,050-61.5% | $85,969-78.5% | $59,632-69.0% |
| Participation rate | 39.1% | 64.5%-25.3pp | 76.5%-37.4pp | 68.7%-29.5pp |
| Annual return | 0.68% | 0.29%+0.4pp | 9.32%-8.6pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $523 | $1,640-68.1% | $3,474-84.9% | $2,203-76.2% |
| Participant deferral / active EE | $852 | $2,249-62.1% | $3,829-77.8% | $3,192-73.3% |
| Admin fee / account holder | $800 | $3,206-75.0% | $6,053-86.8% | $4,297-81.4% |