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 | $29,206 | $106,543-72.6% | $91,220-68.0% | $134,475-78.3% |
| Participation rate | 53.3% | 76.8%-23.5pp | 73.2%-19.9pp | 81.2%-27.9pp |
| Annual return | -16.43% | 160.60%-177.0pp | 114.01%-130.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,247 | $3,331-62.6% | $2,850-56.3% | $4,740-73.7% |
| Participant deferral / active EE | $1,997 | $4,719-57.7% | $4,234-52.8% | $6,400-68.8% |
| Admin fee / account holder | $966 | $6,231-84.5% | $5,420-82.2% | $11,426-91.5% |