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 | $30,039 | $82,664-63.7% | $125,339-76.0% | $68,494-56.1% |
| Participation rate | 43.9% | 75.0%-31.1pp | 82.4%-38.4pp | 67.9%-23.9pp |
| Annual return | -6.29% | -5.97%-0.3pp | 572.05%-578.3pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,849 | $3,381-45.3% | $4,814-61.6% | $2,596-28.8% |
| Participant deferral / active EE | $5,727 | $6,110-6.3% | $7,446-23.1% | $4,027+42.2% |
| Admin fee / account holder | $501 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |