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 | $18,501 | $100,754-81.6% | $86,677-78.7% | $134,475-86.2% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -15.90% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,569 | $3,489-55.0% | $2,836-44.7% | $4,740-66.9% |
| Participant deferral / active EE | $2,755 | $5,338-48.4% | $4,656-40.8% | $6,400-57.0% |
| Admin fee / account holder | $1,700 | $10,926-84.4% | $7,493-77.3% | $11,426-85.1% |