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 | $84,900 | $91,538-7.3% | $129,995-34.7% | $75,163+13.0% |
| Participation rate | 59.3% | 71.4%-12.2pp | 78.5%-19.2pp | 67.2%-7.9pp |
| Annual return | 18.35% | -631.11%+649.5pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $793 | $2,845-72.1% | $4,320-81.6% | $2,670-70.3% |
| Participant deferral / active EE | $4,639 | $4,341+6.9% | $5,820-20.3% | $4,125+12.5% |
| Admin fee / account holder | $2,271 | $6,790-66.6% | $10,614-78.6% | $5,651-59.8% |