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 | $25,333 | $64,707-60.8% | $112,228-77.4% | $68,494-63.0% |
| Participation rate | 39.4% | 67.2%-27.8pp | 75.1%-35.7pp | 67.9%-28.5pp |
| Annual return | -18.97% | -11.40%-7.6pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,063 | $2,746-61.3% | $3,635-70.7% | $2,596-59.1% |
| Participant deferral / active EE | $2,238 | $3,565-37.2% | $4,728-52.7% | $4,027-44.4% |
| Admin fee / account holder | $960 | $5,232-81.6% | $6,410-85.0% | $5,403-82.2% |