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 | $61,481 | $129,942-52.7% | $104,294-41.1% | $134,475-54.3% |
| Participation rate | 68.8% | 79.5%-10.8pp | 73.3%-4.5pp | 81.2%-12.5pp |
| Annual return | -16.23% | 42.03%-58.3pp | 24.61%-40.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,633 | $4,184-61.0% | $3,372-51.6% | $4,740-65.5% |
| Participant deferral / active EE | $2,323 | $5,588-58.4% | $4,625-49.8% | $6,400-63.7% |
| Admin fee / account holder | $505 | $9,323-94.6% | $7,339-93.1% | $11,426-95.6% |