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 | $53,240 | $69,010-22.9% | $159,960-66.7% | $68,494-22.3% |
| Participation rate | 44.4% | 65.4%-21.0pp | 78.0%-33.5pp | 67.9%-23.4pp |
| Annual return | -18.15% | -9.65%-8.5pp | 408.60%-426.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $914 | $2,213-58.7% | $4,226-78.4% | $2,596-64.8% |
| Participant deferral / active EE | $3,388 | $4,212-19.6% | $6,182-45.2% | $4,027-15.9% |
| Admin fee / account holder | $4,001 | $4,798-16.6% | $8,698-54.0% | $5,403-25.9% |