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 8-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 | $65,886 | $82,286-19.9% | $68,791-4.2% | $134,475-51.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -19.42% | -2.19%-17.2pp | -6.38%-13.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $813 | $3,301-75.4% | $2,655-69.4% | $4,740-82.8% |
| Participant deferral / active EE | $1,763 | $4,739-62.8% | $3,941-55.3% | $6,400-72.5% |
| Admin fee / account holder | $327 | $6,481-95.0% | $4,932-93.4% | $11,426-97.1% |