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 8-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 | $27,655 | $53,162-48.0% | $91,220-69.7% | $68,494-59.6% |
| Participation rate | 44.0% | 63.2%-19.2pp | 73.2%-29.2pp | 67.9%-23.9pp |
| Annual return | -13.38% | -3.14%-10.2pp | 114.01%-127.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $983 | $1,709-42.5% | $2,850-65.5% | $2,596-62.1% |
| Participant deferral / active EE | $1,415 | $2,974-52.4% | $4,234-66.6% | $4,027-64.9% |
| Admin fee / account holder | $1,476 | $4,493-67.2% | $5,420-72.8% | $5,403-72.7% |