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 9-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 | $52,896 | $142,344-62.8% | $119,609-55.8% | $134,475-60.7% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -18.09% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,488 | $5,222-52.4% | $4,232-41.2% | $4,740-47.5% |
| Participant deferral / active EE | $5,651 | $6,469-12.7% | $5,602+0.9% | $6,400-11.7% |
| Admin fee / account holder | $1,135 | $13,584-91.6% | $10,323-89.0% | $11,426-90.1% |