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 | $28,263 | $25,979+8.8% | $71,735-60.6% | $68,494-58.7% |
| Participation rate | 47.4% | 54.5%-7.1pp | 62.3%-14.9pp | 67.9%-20.5pp |
| Annual return | -18.63% | -15.10%-3.5pp | 9.14%-27.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,600 | $900+77.7% | $1,704-6.1% | $2,596-38.4% |
| Participant deferral / active EE | $3,711 | $1,522+143.8% | $2,658+39.6% | $4,027-7.8% |
| Admin fee / account holder | $2,917 | $2,022+44.3% | $3,974-26.6% | $5,403-46.0% |