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 | $54,859 | $58,577-6.3% | $83,333-34.2% | $64,186-14.5% |
| Participation rate | 47.5% | 72.0%-24.5pp | 77.8%-30.3pp | 69.6%-22.1pp |
| Annual return | -6.13% | 9.65%-15.8pp | 10.63%-16.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,437 | $4,654-4.7% | $5,565-20.3% | $3,470+27.9% |
| Admin fee / account holder | $4,548 | $9,275-51.0% | $7,510-39.4% | $4,888-7.0% |