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 | $33,858 | $59,159-42.8% | $159,960-78.8% | $66,914-49.4% |
| Participation rate | 36.0% | 68.1%-32.2pp | 78.0%-42.0pp | 69.8%-33.8pp |
| Annual return | -5.06% | -12.26%+7.2pp | 408.60%-413.7pp | 1.58%-6.6pp |
| Employer contribution / active EE | $1,351 | $1,983-31.8% | $4,226-68.0% | $2,544-46.9% |
| Participant deferral / active EE | $1,829 | $4,395-58.4% | $6,182-70.4% | $4,237-56.8% |
| Admin fee / account holder | $1,789 | $591+202.7% | $8,698-79.4% | $593+201.5% |