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 | $34,962 | $64,707-46.0% | $112,228-68.8% | $68,494-49.0% |
| Participation rate | 60.7% | 67.2%-6.4pp | 75.1%-14.3pp | 67.9%-7.2pp |
| Annual return | -18.69% | -11.40%-7.3pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,650 | $2,746-39.9% | $3,635-54.6% | $2,596-36.5% |
| Participant deferral / active EE | $3,802 | $3,565+6.6% | $4,728-19.6% | $4,027-5.6% |
| Admin fee / account holder | $1,575 | $5,232-69.9% | $6,410-75.4% | $5,403-70.9% |