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 | $70,187 | $82,664-15.1% | $125,339-44.0% | $68,494+2.5% |
| Participation rate | 58.8% | 75.0%-16.2pp | 82.4%-23.5pp | 67.9%-9.1pp |
| Annual return | -8.36% | -5.97%-2.4pp | 572.05%-580.4pp | -7.84%-0.5pp |
| Employer contribution / active EE | $2,322 | $3,381-31.3% | $4,814-51.8% | $2,596-10.6% |
| Participant deferral / active EE | $4,711 | $6,110-22.9% | $7,446-36.7% | $4,027+17.0% |
| Admin fee / account holder | $31,046 | $6,275+394.7% | $10,010+210.2% | $5,403+474.6% |