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 | $50,090 | $42,894+16.8% | $60,874-17.7% | $68,494-26.9% |
| Participation rate | 64.0% | 66.8%-2.8pp | 73.1%-9.1pp | 67.9%-3.9pp |
| Annual return | -11.00% | -13.98%+3.0pp | 16.90%-27.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $8,209 | $1,978+315.0% | $2,701+203.9% | $2,596+216.2% |
| Participant deferral / active EE | $1,810 | $2,867-36.9% | $3,817-52.6% | $4,027-55.1% |
| Admin fee / account holder | $2,953 | $3,101-4.7% | $3,224-8.4% | $5,403-45.3% |