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 | $69,153 | $84,487-18.1% | $125,339-44.8% | $66,914+3.3% |
| Participation rate | 26.6% | 76.4%-49.8pp | 82.4%-55.7pp | 69.8%-43.2pp |
| Annual return | -17.43% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,193 | $3,553-66.4% | $4,814-75.2% | $2,544-53.1% |
| Participant deferral / active EE | $3,271 | $6,781-51.8% | $7,446-56.1% | $4,237-22.8% |
| Admin fee / account holder | $7,837 | $685+1044.0% | $10,010-21.7% | $593+1221.0% |