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 | $106,603 | $167,484-36.4% | $151,611-29.7% | $134,475-20.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.82% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $8,379 | $6,829+22.7% | $6,166+35.9% | $4,740+76.8% |
| Participant deferral / active EE | $23,361 | $8,986+160.0% | $8,363+179.3% | $6,400+265.0% |
| Admin fee / account holder | $8,805 | $13,783-36.1% | $11,616-24.2% | $11,426-22.9% |