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 7-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 | $17,611 | $64,707-72.8% | $112,228-84.3% | $68,494-74.3% |
| Participation rate | 69.4% | 67.2%+2.3pp | 75.1%-5.6pp | 67.9%+1.6pp |
| Annual return | -18.06% | -11.40%-6.7pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,847 | $2,746-32.7% | $3,635-49.2% | $2,596-28.9% |
| Participant deferral / active EE | $3,986 | $3,565+11.8% | $4,728-15.7% | $4,027-1.0% |
| Admin fee / account holder | $1,695 | $5,232-67.6% | $6,410-73.6% | $5,403-68.6% |