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 | $25,817 | $48,265-46.5% | $68,791-62.5% | $68,494-62.3% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -19.50% | -12.71%-6.8pp | -6.38%-13.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,689 | $1,829-7.6% | $2,655-36.4% | $2,596-34.9% |
| Participant deferral / active EE | $2,875 | $2,867+0.3% | $3,941-27.1% | $4,027-28.6% |
| Admin fee / account holder | $1,136 | $4,355-73.9% | $4,932-77.0% | $5,403-79.0% |