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 | $84,955 | $100,754-15.7% | $86,677-2.0% | $134,475-36.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -10.09% | 29.04%-39.1pp | 35.91%-46.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,895 | $3,489-17.0% | $2,836+2.1% | $4,740-38.9% |
| Participant deferral / active EE | $5,669 | $5,338+6.2% | $4,656+21.8% | $6,400-11.4% |
| Admin fee / account holder | $2,005 | $10,926-81.7% | $7,493-73.2% | $11,426-82.5% |