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 | $34,254 | $59,805-42.7% | $79,550-56.9% | $68,494-50.0% |
| Participation rate | 63.0% | 61.1%+2.0pp | 69.5%-6.4pp | 67.9%-4.8pp |
| Annual return | -18.71% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,871 | $1,505+90.8% | $2,413+19.0% | $2,596+10.6% |
| Participant deferral / active EE | $5,339 | $3,024+76.5% | $3,985+34.0% | $4,027+32.6% |
| Admin fee / account holder | $1,881 | $4,835-61.1% | $6,832-72.5% | $5,403-65.2% |