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 8-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 | $27,783 | $71,883-61.3% | $86,677-67.9% | $68,494-59.4% |
| Participation rate | 42.0% | 72.2%-30.2pp | 76.6%-34.6pp | 67.9%-25.9pp |
| Annual return | -14.60% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $814 | $2,173-62.5% | $2,836-71.3% | $2,596-68.6% |
| Participant deferral / active EE | $2,443 | $3,779-35.4% | $4,656-47.5% | $4,027-39.3% |
| Admin fee / account holder | $1,433 | $6,112-76.5% | $7,493-80.9% | $5,403-73.5% |