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 | $34,488 | $95,862-64.0% | $79,550-56.6% | $134,475-74.4% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | -11.07% | -2.69%-8.4pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,924 | $3,128-6.5% | $2,413+21.2% | $4,740-38.3% |
| Participant deferral / active EE | $4,636 | $4,693-1.2% | $3,985+16.3% | $6,400-27.6% |
| Admin fee / account holder | $3,095 | $9,126-66.1% | $6,832-54.7% | $11,426-72.9% |