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 6-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 | $55,986 | $56,317-0.6% | $71,209-21.4% | $74,304-24.7% |
| Participation rate | 54.1% | 55.1%-1.0pp | 73.8%-19.6pp | 60.3%-6.2pp |
| Annual return | 0.00% | 42.83%-42.8pp | 282.51%-282.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $1,264 | $2,160-41.5% | $2,721-53.5% | $2,241-43.6% |
| Participant deferral / active EE | $2,558 | $2,788-8.3% | $4,175-38.7% | $3,767-32.1% |
| Admin fee / account holder | $1,427 | $2,290-37.7% | $5,349-73.3% | $2,969-51.9% |