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 6-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 | $25,408 | $82,664-69.3% | $125,339-79.7% | $68,494-62.9% |
| Participation rate | 65.3% | 75.0%-9.7pp | 82.4%-17.1pp | 67.9%-2.6pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,359 | $3,381-30.2% | $4,814-51.0% | $2,596-9.1% |
| Participant deferral / active EE | $4,686 | $6,110-23.3% | $7,446-37.1% | $4,027+16.4% |
| Admin fee / account holder | $1,816 | $6,275-71.1% | $10,010-81.9% | $5,403-66.4% |