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 6-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 | $32,115 | $71,883-55.3% | $86,677-62.9% | $68,494-53.1% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | 0.03% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.9pp |
| Employer contribution / active EE | $2,266 | $2,173+4.3% | $2,836-20.1% | $2,596-12.7% |
| Participant deferral / active EE | $3,532 | $3,779-6.5% | $4,656-24.1% | $4,027-12.3% |
| Admin fee / account holder | $4,998 | $6,112-18.2% | $7,493-33.3% | $5,403-7.5% |