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 | $77,931 | $64,307+21.2% | $57,343+35.9% | $125,391-37.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 83.2%-20.7pp |
| Annual return | -2.66% | 25.12%-27.8pp | 24.39%-27.1pp | 282.22%-284.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,547 | $3,848+18.2% | $3,162+43.8% | $5,352-15.0% |
| Admin fee / account holder | $1,540 | $5,242-70.6% | $3,356-54.1% | $9,540-83.9% |