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 | $79,455 | $90,519-12.2% | $93,789-15.3% | $134,475-40.9% |
| Participation rate | 61.9% | 82.0%-20.0pp | 81.0%-19.0pp | 81.2%-19.3pp |
| Annual return | -14.09% | -15.72%+1.6pp | -11.33%-2.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $6,265 | $4,343+44.3% | $4,323+44.9% | $4,740+32.2% |
| Participant deferral / active EE | $9,693 | $5,978+62.1% | $6,094+59.1% | $6,400+51.5% |
| Admin fee / account holder | $790 | $9,252-91.5% | $7,195-89.0% | $11,426-93.1% |