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 | $83,751 | $91,538-8.5% | $129,995-35.6% | $75,163+11.4% |
| Participation rate | 55.2% | 71.4%-16.3pp | 78.5%-23.3pp | 67.2%-12.0pp |
| Annual return | 18.88% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,307 | $2,845-18.9% | $4,320-46.6% | $2,670-13.6% |
| Participant deferral / active EE | $4,379 | $4,341+0.9% | $5,820-24.8% | $4,125+6.1% |
| Admin fee / account holder | $1,466 | $6,790-78.4% | $10,614-86.2% | $5,651-74.1% |