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 | $137,130 | $100,754+36.1% | $86,677+58.2% | $134,475+2.0% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.43% | 29.04%-48.5pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,501 | $3,489-57.0% | $2,836-47.1% | $4,740-68.3% |
| Participant deferral / active EE | $3,209 | $5,338-39.9% | $4,656-31.1% | $6,400-49.9% |
| Admin fee / account holder | $10,434 | $10,926-4.5% | $7,493+39.2% | $11,426-8.7% |