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 | $76,836 | $100,754-23.7% | $86,677-11.4% | $134,475-42.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.64% | 29.04%-46.7pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,932 | $3,489-16.0% | $2,836+3.4% | $4,740-38.1% |
| Participant deferral / active EE | $6,565 | $5,338+23.0% | $4,656+41.0% | $6,400+2.6% |
| Admin fee / account holder | $17,523 | $10,926+60.4% | $7,493+133.9% | $11,426+53.4% |