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 7-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 | $173,971 | $129,942+33.9% | $104,294+66.8% | $134,475+29.4% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -18.00% | 42.03%-60.0pp | 24.61%-42.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,138 | $4,184-72.8% | $3,372-66.3% | $4,740-76.0% |
| Participant deferral / active EE | $3,161 | $5,588-43.4% | $4,625-31.6% | $6,400-50.6% |
| Admin fee / account holder | $604 | $9,323-93.5% | $7,339-91.8% | $11,426-94.7% |