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 | $21,166 | $45,863-53.8% | $77,024-72.5% | $68,494-69.1% |
| Participation rate | 32.5% | 55.9%-23.4pp | 67.9%-35.4pp | 67.9%-35.4pp |
| Annual return | -19.27% | 1.72%-21.0pp | 42.32%-61.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $758 | $1,650-54.0% | $2,812-73.0% | $2,596-70.8% |
| Participant deferral / active EE | $1,405 | $2,962-52.6% | $4,426-68.3% | $4,027-65.1% |
| Admin fee / account holder | $2,894 | $3,041-4.8% | $5,425-46.7% | $5,403-46.4% |