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 | $134,213 | $78,694+70.6% | $67,652+98.4% | $125,391+7.0% |
| Participation rate | 54.2% | 78.8%-24.6pp | 75.7%-21.5pp | 83.2%-29.0pp |
| Annual return | -0.98% | 9.46%-10.4pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,431 | $3,044-53.0% | $2,266-36.8% | $4,866-70.6% |
| Participant deferral / active EE | $3,603 | $4,292-16.1% | $3,560+1.2% | $5,352-32.7% |
| Admin fee / account holder | $4,376 | $7,403-40.9% | $4,821-9.2% | $9,540-54.1% |