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 | $55,310 | $77,813-28.9% | $123,544-55.2% | $64,186-13.8% |
| Participation rate | 62.2% | 74.7%-12.5pp | 82.3%-20.1pp | 69.6%-7.4pp |
| Annual return | -7.97% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,108 | $3,014+36.3% | $4,628-11.2% | $2,381+72.6% |
| Participant deferral / active EE | $5,279 | $5,240+0.7% | $6,426-17.9% | $3,470+52.1% |
| Admin fee / account holder | $899 | $5,519-83.7% | $9,284-90.3% | $4,888-81.6% |