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 | $23,489 | $72,177-67.5% | $115,037-79.6% | $59,632-60.6% |
| Participation rate | 52.9% | 72.6%-19.7pp | 81.4%-28.5pp | 68.7%-15.8pp |
| Annual return | -1.98% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $627 | $2,841-77.9% | $4,608-86.4% | $2,203-71.6% |
| Participant deferral / active EE | $2,972 | $4,783-37.9% | $6,026-50.7% | $3,192-6.9% |
| Admin fee / account holder | $1,847 | $4,927-62.5% | $8,175-77.4% | $4,297-57.0% |