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 6-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 | $15,797 | $54,229-70.9% | $70,092-77.5% | $68,494-76.9% |
| Participation rate | 63.5% | 64.5%-1.0pp | 70.5%-7.0pp | 67.9%-4.4pp |
| Annual return | -18.85% | -13.87%-5.0pp | 190.73%-209.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,500 | $2,018-25.7% | $2,559-41.4% | $2,596-42.2% |
| Participant deferral / active EE | $3,059 | $2,956+3.5% | $3,849-20.5% | $4,027-24.0% |
| Admin fee / account holder | $717 | $4,694-84.7% | $6,267-88.6% | $5,403-86.7% |