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 7-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 | $65,790 | $69,010-4.7% | $159,960-58.9% | $68,494-3.9% |
| Participation rate | 52.1% | 65.4%-13.4pp | 78.0%-25.9pp | 67.9%-15.8pp |
| Annual return | -16.49% | -9.65%-6.8pp | 408.60%-425.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,755 | $2,213-20.7% | $4,226-58.5% | $2,596-32.4% |
| Participant deferral / active EE | $4,323 | $4,212+2.6% | $6,182-30.1% | $4,027+7.3% |
| Admin fee / account holder | $2,797 | $4,798-41.7% | $8,698-67.8% | $5,403-48.2% |