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 | $60,409 | $105,860-42.9% | $90,749-33.4% | $134,475-55.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -5.45% | -11.01%+5.6pp | -12.16%+6.7pp | 417.96%-423.4pp |
| Employer contribution / active EE | $1,004 | $3,462-71.0% | $2,921-65.6% | $4,740-78.8% |
| Participant deferral / active EE | $4,438 | $5,216-14.9% | $4,564-2.8% | $6,400-30.7% |
| Admin fee / account holder | $700 | $13,938-95.0% | $8,445-91.7% | $11,426-93.9% |