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 6-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 | $20,168 | $82,664-75.6% | $125,339-83.9% | $68,494-70.6% |
| Participation rate | 69.0% | 75.0%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,724 | $3,381-49.0% | $4,814-64.2% | $2,596-33.6% |
| Participant deferral / active EE | $5,578 | $6,110-8.7% | $7,446-25.1% | $4,027+38.5% |
| Admin fee / account holder | $841 | $6,275-86.6% | $10,010-91.6% | $5,403-84.4% |