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 9-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 | $68,735 | $77,813-11.7% | $123,544-44.4% | $64,186+7.1% |
| Participation rate | 46.3% | 74.7%-28.4pp | 82.3%-36.0pp | 69.6%-23.2pp |
| Annual return | -7.77% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,177 | $5,240-39.4% | $6,426-50.6% | $3,470-8.4% |
| Admin fee / account holder | $602 | $5,519-89.1% | $9,284-93.5% | $4,888-87.7% |