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 | $48,290 | $82,664-41.6% | $125,339-61.5% | $68,494-29.5% |
| Participation rate | 38.7% | 75.0%-36.3pp | 82.4%-43.7pp | 67.9%-29.2pp |
| Annual return | -11.27% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,536 | $3,381-54.6% | $4,814-68.1% | $2,596-40.9% |
| Participant deferral / active EE | $6,404 | $6,110+4.8% | $7,446-14.0% | $4,027+59.0% |
| Admin fee / account holder | $1,366 | $6,275-78.2% | $10,010-86.4% | $5,403-74.7% |