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 | $44,332 | $46,674-5.0% | $117,472-62.3% | $68,494-35.3% |
| Participation rate | 55.8% | 56.8%-1.0pp | 70.6%-14.8pp | 67.9%-12.1pp |
| Annual return | -15.86% | -14.52%-1.3pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,450 | $1,505+62.9% | $4,176-41.3% | $2,596-5.6% |
| Participant deferral / active EE | $4,589 | $2,636+74.1% | $4,070+12.7% | $4,027+13.9% |
| Admin fee / account holder | $3,051 | $4,020-24.1% | $5,645-46.0% | $5,403-43.5% |