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 | $196,417 | $82,664+137.6% | $125,339+56.7% | $68,494+186.8% |
| Participation rate | 51.9% | 75.0%-23.2pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,275 | $3,381-62.3% | $4,814-73.5% | $2,596-50.9% |
| Participant deferral / active EE | $5,331 | $6,110-12.8% | $7,446-28.4% | $4,027+32.4% |
| Admin fee / account holder | $877 | $6,275-86.0% | $10,010-91.2% | $5,403-83.8% |