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 6-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 | $52,537 | $61,774-15.0% | $97,226-46.0% | $80,856-35.0% |
| Participation rate | 52.9% | 63.5%-10.6pp | 72.7%-19.7pp | 67.6%-14.7pp |
| Annual return | 16.48% | -557.90%+574.4pp | 75.13%-58.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,586 | $1,837+40.8% | $2,729-5.2% | $2,755-6.1% |
| Participant deferral / active EE | $4,720 | $3,029+55.8% | $4,264+10.7% | $4,296+9.9% |
| Admin fee / account holder | $851 | $5,166-83.5% | $5,654-84.9% | $6,918-87.7% |