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 | $145,432 | $57,354+153.6% | $83,848+73.4% | $64,186+126.6% |
| Participation rate | 62.8% | 68.6%-5.8pp | 76.1%-13.4pp | 69.6%-6.8pp |
| Annual return | -4.91% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,545 | $2,545-39.3% | $3,631-57.5% | $2,381-35.1% |
| Participant deferral / active EE | $6,006 | $2,993+100.7% | $4,082+47.2% | $3,470+73.1% |
| Admin fee / account holder | $8,744 | $4,046+116.1% | $5,478+59.6% | $4,888+78.9% |