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 8-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 | $28,161 | $82,664-65.9% | $125,339-77.5% | $68,494-58.9% |
| Participation rate | 61.1% | 75.0%-13.9pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,422 | $3,381-57.9% | $4,814-70.5% | $2,596-45.2% |
| Participant deferral / active EE | $3,510 | $6,110-42.6% | $7,446-52.9% | $4,027-12.8% |
| Admin fee / account holder | $2,993 | $6,275-52.3% | $10,010-70.1% | $5,403-44.6% |