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 | $30,658 | $71,883-57.3% | $86,677-64.6% | $68,494-55.2% |
| Participation rate | 65.1% | 72.2%-7.1pp | 76.6%-11.5pp | 67.9%-2.8pp |
| Annual return | -18.49% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,869 | $2,173-14.0% | $2,836-34.1% | $2,596-28.0% |
| Participant deferral / active EE | $4,257 | $3,779+12.7% | $4,656-8.6% | $4,027+5.7% |
| Admin fee / account holder | $1,593 | $6,112-73.9% | $7,493-78.7% | $5,403-70.5% |