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 | $86,316 | $91,538-5.7% | $129,995-33.6% | $75,163+14.8% |
| Participation rate | 67.6% | 71.4%-3.9pp | 78.5%-10.9pp | 67.2%+0.4pp |
| Annual return | 18.47% | -631.11%+649.6pp | -137.18%+155.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,047 | $2,845-28.1% | $4,320-52.6% | $2,670-23.3% |
| Participant deferral / active EE | $5,956 | $4,341+37.2% | $5,820+2.3% | $4,125+44.4% |
| Admin fee / account holder | $14,587 | $6,790+114.8% | $10,614+37.4% | $5,651+158.1% |