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 | $35,052 | $91,538-61.7% | $129,995-73.0% | $75,163-53.4% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 22.01% | -631.11%+653.1pp | -137.18%+159.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,415 | $2,845-50.3% | $4,320-67.2% | $2,670-47.0% |
| Participant deferral / active EE | $4,033 | $4,341-7.1% | $5,820-30.7% | $4,125-2.2% |
| Admin fee / account holder | $8,213 | $6,790+21.0% | $10,614-22.6% | $5,651+45.3% |