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 | $90,348 | $133,958-32.6% | $112,228-19.5% | $134,475-32.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -9.49% | 47.11%-56.6pp | 27.45%-36.9pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,682 | $4,038-33.6% | $3,635-26.2% | $4,740-43.4% |
| Participant deferral / active EE | $8,854 | $5,291+67.4% | $4,728+87.3% | $6,400+38.3% |
| Admin fee / account holder | $9,565 | $7,489+27.7% | $6,410+49.2% | $11,426-16.3% |