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 | $32,427 | $82,664-60.8% | $125,339-74.1% | $68,494-52.7% |
| Participation rate | 43.8% | 75.0%-31.3pp | 82.4%-38.6pp | 67.9%-24.1pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,760 | $3,381-48.0% | $4,814-63.4% | $2,596-32.2% |
| Participant deferral / active EE | $3,649 | $6,110-40.3% | $7,446-51.0% | $4,027-9.4% |
| Admin fee / account holder | $942 | $6,275-85.0% | $10,010-90.6% | $5,403-82.6% |