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 7-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 | $52,655 | $84,487-37.7% | $125,339-58.0% | $66,914-21.3% |
| Participation rate | 50.4% | 76.4%-26.1pp | 82.4%-32.0pp | 69.8%-19.4pp |
| Annual return | 12.37% | -8.39%+20.8pp | 572.05%-559.7pp | 1.58%+10.8pp |
| Employer contribution / active EE | $2,681 | $3,553-24.5% | $4,814-44.3% | $2,544+5.4% |
| Participant deferral / active EE | $4,211 | $6,781-37.9% | $7,446-43.4% | $4,237-0.6% |
| Admin fee / account holder | $6,977 | $685+918.6% | $10,010-30.3% | $593+1076.1% |