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 | $59,977 | $72,177-16.9% | $115,037-47.9% | $59,632+0.6% |
| Participation rate | 61.0% | 72.6%-11.6pp | 81.4%-20.4pp | 68.7%-7.7pp |
| Annual return | -1.10% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $3,467 | $2,841+22.0% | $4,608-24.8% | $2,203+57.4% |
| Participant deferral / active EE | $7,521 | $4,783+57.2% | $6,026+24.8% | $3,192+135.6% |
| Admin fee / account holder | $7,026 | $4,927+42.6% | $8,175-14.1% | $4,297+63.5% |