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 9-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 | $52,058 | $82,664-37.0% | $125,339-58.5% | $68,494-24.0% |
| Participation rate | 45.5% | 75.0%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -15.16% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,493 | $3,381-55.8% | $4,814-69.0% | $2,596-42.5% |
| Participant deferral / active EE | $3,965 | $6,110-35.1% | $7,446-46.7% | $4,027-1.5% |
| Admin fee / account holder | $348 | $6,275-94.5% | $10,010-96.5% | $5,403-93.6% |