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 9-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 | $126,988 | $95,862+32.5% | $79,550+59.6% | $134,475-5.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -16.05% | -2.69%-13.4pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $972 | $3,128-68.9% | $2,413-59.7% | $4,740-79.5% |
| Participant deferral / active EE | $6,000 | $4,693+27.9% | $3,985+50.6% | $6,400-6.2% |
| Admin fee / account holder | $22,269 | $9,126+144.0% | $6,832+225.9% | $11,426+94.9% |