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 7-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 | $32,015 | $59,107-45.8% | $86,436-63.0% | $68,494-53.3% |
| Participation rate | 59.3% | 75.2%-16.0pp | 80.3%-21.1pp | 67.9%-8.6pp |
| Annual return | -18.88% | -0.23%-18.7pp | 4394.89%-4413.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,990 | $2,519-21.0% | $3,769-47.2% | $2,596-23.4% |
| Participant deferral / active EE | $5,509 | $5,901-6.6% | $6,952-20.7% | $4,027+36.8% |
| Admin fee / account holder | $3,056 | $5,637-45.8% | $6,731-54.6% | $5,403-43.4% |