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 | $19,447 | $48,265-59.7% | $68,791-71.7% | $68,494-71.6% |
| Participation rate | 48.4% | 60.7%-12.3pp | 69.0%-20.6pp | 67.9%-19.5pp |
| Annual return | -14.56% | -12.71%-1.9pp | -6.38%-8.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,065 | $1,829-41.8% | $2,655-59.9% | $2,596-59.0% |
| Participant deferral / active EE | $2,874 | $2,867+0.3% | $3,941-27.1% | $4,027-28.6% |
| Admin fee / account holder | $1,561 | $4,355-64.2% | $4,932-68.4% | $5,403-71.1% |