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 | $67,067 | $92,222-27.3% | $76,768-12.6% | $135,375-50.5% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -4.19% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $971 | $3,216-69.8% | $2,485-60.9% | $4,779-79.7% |
| Participant deferral / active EE | $2,062 | $4,509-54.3% | $3,852-46.5% | $5,609-63.2% |
| Admin fee / account holder | $9,611 | $10,748-10.6% | $6,675+44.0% | $10,827-11.2% |