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 | $92,630 | $91,538+1.2% | $129,995-28.7% | $75,163+23.2% |
| Participation rate | 44.4% | 71.4%-27.0pp | 78.5%-34.0pp | 67.2%-22.7pp |
| Annual return | 30.99% | -631.11%+662.1pp | -137.18%+168.2pp | 160.62%-129.6pp |
| Employer contribution / active EE | $1,432 | $2,845-49.7% | $4,320-66.9% | $2,670-46.4% |
| Participant deferral / active EE | $3,093 | $4,341-28.8% | $5,820-46.9% | $4,125-25.0% |
| Admin fee / account holder | $455 | $6,790-93.3% | $10,614-95.7% | $5,651-92.0% |