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 | $26,283 | $82,664-68.2% | $125,339-79.0% | $68,494-61.6% |
| Participation rate | 67.1% | 75.0%-8.0pp | 82.4%-15.3pp | 67.9%-0.8pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,418 | $3,381+1.1% | $4,814-29.0% | $2,596+31.7% |
| Participant deferral / active EE | $5,473 | $6,110-10.4% | $7,446-26.5% | $4,027+35.9% |
| Admin fee / account holder | $1,587 | $6,275-74.7% | $10,010-84.1% | $5,403-70.6% |