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 | $35,602 | $91,538-61.1% | $129,995-72.6% | $75,163-52.6% |
| Participation rate | 60.6% | 71.4%-10.8pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 24.04% | -631.11%+655.2pp | -137.18%+161.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,715 | $2,845-39.7% | $4,320-60.3% | $2,670-35.8% |
| Participant deferral / active EE | $3,030 | $4,341-30.2% | $5,820-47.9% | $4,125-26.5% |
| Admin fee / account holder | $1,910 | $6,790-71.9% | $10,614-82.0% | $5,651-66.2% |