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 6-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 | $58,479 | $167,307-65.0% | $143,757-59.3% | $134,475-56.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -18.67% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $7,552 | $5,619+34.4% | $4,951+52.5% | $4,740+59.3% |
| Participant deferral / active EE | $10,000 | $6,446+55.1% | $5,637+77.4% | $6,400+56.3% |
| Admin fee / account holder | $429 | $18,088-97.6% | $14,673-97.1% | $11,426-96.2% |