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 5-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 | $87,804 | $142,344-38.3% | $119,609-26.6% | $134,475-34.7% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | 6.10% | -12.44%+18.5pp | -14.97%+21.1pp | 417.96%-411.9pp |
| Employer contribution / active EE | $2,559 | $5,222-51.0% | $4,232-39.5% | $4,740-46.0% |
| Participant deferral / active EE | $7,042 | $6,469+8.9% | $5,602+25.7% | $6,400+10.0% |
| Admin fee / account holder | $879 | $13,584-93.5% | $10,323-91.5% | $11,426-92.3% |