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 | $72,747 | $82,664-12.0% | $125,339-42.0% | $68,494+6.2% |
| Participation rate | 51.1% | 75.0%-24.0pp | 82.4%-31.3pp | 67.9%-16.8pp |
| Annual return | -18.81% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,429 | $3,381-57.7% | $4,814-70.3% | $2,596-45.0% |
| Participant deferral / active EE | $2,826 | $6,110-53.8% | $7,446-62.1% | $4,027-29.8% |
| Admin fee / account holder | $379 | $6,275-94.0% | $10,010-96.2% | $5,403-93.0% |