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 9-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 | $30,835 | $73,004-57.8% | $90,749-66.0% | $68,494-55.0% |
| Participation rate | 43.4% | 70.8%-27.4pp | 75.7%-32.3pp | 67.9%-24.5pp |
| Annual return | -16.31% | -13.81%-2.5pp | -12.16%-4.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,383 | $2,193-36.9% | $2,921-52.6% | $2,596-46.7% |
| Participant deferral / active EE | $2,682 | $3,627-26.1% | $4,564-41.2% | $4,027-33.4% |
| Admin fee / account holder | $4,547 | $5,896-22.9% | $8,445-46.2% | $5,403-15.8% |