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 | $76,337 | $54,229+40.8% | $70,092+8.9% | $68,494+11.4% |
| Participation rate | 28.6% | 64.5%-35.9pp | 70.5%-41.9pp | 67.9%-39.3pp |
| Annual return | -16.10% | -13.87%-2.2pp | 190.73%-206.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,575 | $2,956+21.0% | $3,849-7.1% | $4,027-11.2% |
| Admin fee / account holder | $455 | $4,694-90.3% | $6,267-92.7% | $5,403-91.6% |