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 3-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 | $40,480 | $56,357-28.2% | $104,294-61.2% | $68,494-40.9% |
| Participation rate | 55.1% | 63.3%-8.2pp | 73.3%-18.2pp | 67.9%-12.8pp |
| Annual return | -8.88% | -9.19%+0.3pp | 24.61%-33.5pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,126 | $1,960-42.5% | $3,372-66.6% | $2,596-56.6% |
| Participant deferral / active EE | $2,685 | $3,077-12.8% | $4,625-42.0% | $4,027-33.3% |
| Admin fee / account holder | $925 | $4,903-81.1% | $7,339-87.4% | $5,403-82.9% |