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 | $83,556 | $91,538-8.7% | $129,995-35.7% | $75,163+11.2% |
| Participation rate | 24.7% | 71.4%-46.7pp | 78.5%-53.8pp | 67.2%-42.5pp |
| Annual return | 17.36% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $919 | $2,845-67.7% | $4,320-78.7% | $2,670-65.6% |
| Participant deferral / active EE | $1,933 | $4,341-55.5% | $5,820-66.8% | $4,125-53.1% |
| Admin fee / account holder | $783 | $6,790-88.5% | $10,614-92.6% | $5,651-86.1% |