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 | $108,128 | $129,942-16.8% | $104,294+3.7% | $134,475-19.6% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -17.59% | 42.03%-59.6pp | 24.61%-42.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,144 | $4,184-48.8% | $3,372-36.4% | $4,740-54.8% |
| Participant deferral / active EE | $4,865 | $5,588-12.9% | $4,625+5.2% | $6,400-24.0% |
| Admin fee / account holder | $2,796 | $9,323-70.0% | $7,339-61.9% | $11,426-75.5% |