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 | $91,358 | $63,346+44.2% | $92,233-0.9% | $70,131+30.3% |
| Participation rate | 36.1% | 68.7%-32.6pp | 76.5%-40.4pp | 69.5%-33.4pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $988 | $2,471-60.0% | $3,679-73.2% | $2,342-57.8% |
| Participant deferral / active EE | $1,585 | $2,854-44.5% | $3,897-59.3% | $3,332-52.4% |
| Admin fee / account holder | $804 | $3,840-79.1% | $5,194-84.5% | $4,645-82.7% |