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 | $69,517 | $211,958-67.2% | $169,463-59.0% | $135,375-48.6% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -0.97% | 3.26%-4.2pp | 1.83%-2.8pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,404 | $5,120-72.6% | $4,159-66.2% | $4,779-70.6% |
| Participant deferral / active EE | $2,547 | $6,075-58.1% | $5,277-51.7% | $5,609-54.6% |
| Admin fee / account holder | $903 | $11,471-92.1% | $9,109-90.1% | $10,827-91.7% |