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 | $59,445 | $64,707-8.1% | $112,228-47.0% | $68,494-13.2% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -16.71% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,558 | $2,746-43.3% | $3,635-57.1% | $2,596-40.0% |
| Participant deferral / active EE | $4,082 | $3,565+14.5% | $4,728-13.7% | $4,027+1.4% |
| Admin fee / account holder | $2,880 | $5,232-44.9% | $6,410-55.1% | $5,403-46.7% |