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 | $39,500 | $45,863-13.9% | $77,024-48.7% | $68,494-42.3% |
| Participation rate | 51.3% | 55.9%-4.6pp | 67.9%-16.6pp | 67.9%-16.6pp |
| Annual return | -19.46% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,912 | $1,650+15.9% | $2,812-32.0% | $2,596-26.3% |
| Participant deferral / active EE | $4,851 | $2,962+63.8% | $4,426+9.6% | $4,027+20.5% |
| Admin fee / account holder | $1,219 | $3,041-59.9% | $5,425-77.5% | $5,403-77.4% |