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 8-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 | $29,897 | $84,487-64.6% | $125,339-76.1% | $66,914-55.3% |
| Participation rate | 68.4% | 76.4%-8.0pp | 82.4%-14.0pp | 69.8%-1.4pp |
| Annual return | 6.84% | -8.39%+15.2pp | 572.05%-565.2pp | 1.58%+5.3pp |
| Employer contribution / active EE | $3,130 | $3,553-11.9% | $4,814-35.0% | $2,544+23.0% |
| Participant deferral / active EE | $7,052 | $6,781+4.0% | $7,446-5.3% | $4,237+66.4% |
| Admin fee / account holder | $387 | $685-43.5% | $10,010-96.1% | $593-34.8% |