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 | $83,336 | $97,881-14.9% | $80,004+4.2% | $125,391-33.5% |
| Participation rate | 58.3% | 77.9%-19.5pp | 73.0%-14.7pp | 83.2%-24.9pp |
| Annual return | -0.04% | 9.36%-9.4pp | 7.63%-7.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,026 | $3,128-35.2% | $2,473-18.1% | $4,866-58.4% |
| Participant deferral / active EE | $5,459 | $3,744+45.8% | $3,204+70.4% | $5,352+2.0% |
| Admin fee / account holder | $4,969 | $6,278-20.8% | $5,033-1.3% | $9,540-47.9% |