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 | $34,237 | $73,004-53.1% | $90,749-62.3% | $68,494-50.0% |
| Participation rate | 48.3% | 70.8%-22.5pp | 75.7%-27.4pp | 67.9%-19.6pp |
| Annual return | -17.38% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,206 | $2,193-45.0% | $2,921-58.7% | $2,596-53.5% |
| Participant deferral / active EE | $2,454 | $3,627-32.3% | $4,564-46.2% | $4,027-39.1% |
| Admin fee / account holder | $1,700 | $5,896-71.2% | $8,445-79.9% | $5,403-68.5% |