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 6-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 | $26,766 | $133,958-80.0% | $112,228-76.2% | $134,475-80.1% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -18.95% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,667 | $4,038-58.7% | $3,635-54.1% | $4,740-64.8% |
| Participant deferral / active EE | $5,221 | $5,291-1.3% | $4,728+10.4% | $6,400-18.4% |
| Admin fee / account holder | $686 | $7,489-90.8% | $6,410-89.3% | $11,426-94.0% |