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 | $137,766 | $82,286+67.4% | $68,791+100.3% | $134,475+2.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | 2.62% | -2.19%+4.8pp | -6.38%+9.0pp | 417.96%-415.3pp |
| Employer contribution / active EE | $1,867 | $3,301-43.4% | $2,655-29.7% | $4,740-60.6% |
| Participant deferral / active EE | $2,333 | $4,739-50.8% | $3,941-40.8% | $6,400-63.5% |
| Admin fee / account holder | $466 | $6,481-92.8% | $4,932-90.6% | $11,426-95.9% |