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 7-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 | $19,358 | $82,664-76.6% | $125,339-84.6% | $68,494-71.7% |
| Participation rate | 58.8% | 75.0%-16.2pp | 82.4%-23.5pp | 67.9%-9.1pp |
| Annual return | -15.42% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $8,393 | $3,381+148.2% | $4,814+74.4% | $2,596+223.3% |
| Participant deferral / active EE | $9,841 | $6,110+61.1% | $7,446+32.2% | $4,027+144.4% |
| Admin fee / account holder | $2,751 | $6,275-56.2% | $10,010-72.5% | $5,403-49.1% |