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 | $22,982 | $57,354-59.9% | $83,848-72.6% | $64,186-64.2% |
| Participation rate | 35.7% | 68.6%-32.9pp | 76.1%-40.4pp | 69.6%-33.9pp |
| Annual return | -7.35% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,299 | $2,545-49.0% | $3,631-64.2% | $2,381-45.4% |
| Participant deferral / active EE | $2,599 | $2,993-13.2% | $4,082-36.3% | $3,470-25.1% |
| Admin fee / account holder | $1,851 | $4,046-54.2% | $5,478-66.2% | $4,888-62.1% |