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 | $90,288 | $76,000+18.8% | $154,107-41.4% | $64,186+40.7% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | -4.71% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $563 | $3,351-83.2% | $5,298-89.4% | $2,381-76.3% |
| Participant deferral / active EE | $3,577 | $3,175+12.7% | $5,081-29.6% | $3,470+3.1% |
| Admin fee / account holder | $1,776 | $5,596-68.3% | $13,411-86.8% | $4,888-63.7% |