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 | $40,034 | $76,912-47.9% | $129,110-69.0% | $68,494-41.6% |
| Participation rate | 58.1% | 69.1%-11.1pp | 77.3%-19.2pp | 67.9%-9.8pp |
| Annual return | -16.71% | -9.78%-6.9pp | -10.94%-5.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,409 | $3,243+5.1% | $5,052-32.5% | $2,596+31.3% |
| Participant deferral / active EE | $5,606 | $4,732+18.5% | $6,542-14.3% | $4,027+39.2% |
| Admin fee / account holder | $5,818 | $6,638-12.3% | $14,302-59.3% | $5,403+7.7% |