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 4-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 | $55,336 | $71,883-23.0% | $86,677-36.2% | $68,494-19.2% |
| Participation rate | 54.3% | 72.2%-18.0pp | 76.6%-22.3pp | 67.9%-13.6pp |
| Annual return | -17.56% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,279 | $2,173-41.1% | $2,836-54.9% | $2,596-50.7% |
| Participant deferral / active EE | $2,179 | $3,779-42.3% | $4,656-53.2% | $4,027-45.9% |
| Admin fee / account holder | $8,511 | $6,112+39.3% | $7,493+13.6% | $5,403+57.5% |