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 | $82,523 | $54,229+52.2% | $70,092+17.7% | $68,494+20.5% |
| Participation rate | 42.9% | 64.5%-21.6pp | 70.5%-27.6pp | 67.9%-25.0pp |
| Annual return | -17.38% | -13.87%-3.5pp | 190.73%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,141 | $2,018-43.5% | $2,559-55.4% | $2,596-56.0% |
| Participant deferral / active EE | $3,172 | $2,956+7.3% | $3,849-17.6% | $4,027-21.2% |
| Admin fee / account holder | $2,240 | $4,694-52.3% | $6,267-64.3% | $5,403-58.5% |