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 | $62,380 | $43,723+42.7% | $121,196-48.5% | $64,186-2.8% |
| Participation rate | 41.9% | 58.3%-16.5pp | 71.7%-29.9pp | 69.6%-27.7pp |
| Annual return | -4.84% | 68.91%-73.8pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $419 | $1,296-67.7% | $4,022-89.6% | $2,381-82.4% |
| Participant deferral / active EE | $2,130 | $2,280-6.6% | $3,344-36.3% | $3,470-38.6% |
| Admin fee / account holder | $1,477 | $3,501-57.8% | $5,019-70.6% | $4,888-69.8% |