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 | $28,143 | $64,707-56.5% | $112,228-74.9% | $68,494-58.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -12.84% | -11.40%-1.4pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,514 | $2,746-44.9% | $3,635-58.3% | $2,596-41.7% |
| Participant deferral / active EE | $3,452 | $3,565-3.2% | $4,728-27.0% | $4,027-14.3% |
| Admin fee / account holder | $689 | $5,232-86.8% | $6,410-89.2% | $5,403-87.2% |