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 | $19,962 | $57,354-65.2% | $83,848-76.2% | $64,186-68.9% |
| Participation rate | 26.5% | 68.6%-42.1pp | 76.1%-49.7pp | 69.6%-43.1pp |
| Annual return | -2.81% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,401 | $2,545-45.0% | $3,631-61.4% | $2,381-41.1% |
| Participant deferral / active EE | $2,486 | $2,993-16.9% | $4,082-39.1% | $3,470-28.3% |
| Admin fee / account holder | $4,373 | $4,046+8.1% | $5,478-20.2% | $4,888-10.5% |