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 | $23,680 | $82,664-71.4% | $125,339-81.1% | $68,494-65.4% |
| Participation rate | 61.2% | 75.0%-13.8pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -18.83% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,588 | $3,381-23.4% | $4,814-46.2% | $2,596-0.3% |
| Participant deferral / active EE | $7,373 | $6,110+20.7% | $7,446-1.0% | $4,027+83.1% |
| Admin fee / account holder | $1,859 | $6,275-70.4% | $10,010-81.4% | $5,403-65.6% |