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 | $27,342 | $87,540-68.8% | $75,781-63.9% | $125,391-78.2% |
| Participation rate | 61.5% | 80.2%-18.6pp | 75.8%-14.3pp | 83.2%-21.7pp |
| Annual return | -0.60% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,899 | $3,930-51.7% | $3,323-42.9% | $4,866-61.0% |
| Participant deferral / active EE | $4,956 | $4,229+17.2% | $3,651+35.7% | $5,352-7.4% |
| Admin fee / account holder | $390 | $6,502-94.0% | $5,299-92.6% | $9,540-95.9% |