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 | $89,609 | $167,307-46.4% | $143,757-37.7% | $134,475-33.4% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -7.85% | 0.46%-8.3pp | -0.04%-7.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $2,195 | $5,619-60.9% | $4,951-55.7% | $4,740-53.7% |
| Participant deferral / active EE | $7,181 | $6,446+11.4% | $5,637+27.4% | $6,400+12.2% |
| Admin fee / account holder | $401 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |