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 | $43,353 | $95,862-54.8% | $79,550-45.5% | $134,475-67.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.53% | -2.69%-17.8pp | 0.16%-20.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,708 | $3,128-45.4% | $2,413-29.2% | $4,740-64.0% |
| Participant deferral / active EE | $4,250 | $4,693-9.4% | $3,985+6.6% | $6,400-33.6% |
| Admin fee / account holder | $857 | $9,126-90.6% | $6,832-87.5% | $11,426-92.5% |