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 5-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 | $30,861 | $73,867-58.2% | $143,757-78.5% | $68,494-54.9% |
| Participation rate | 69.4% | 66.7%+2.8pp | 80.3%-10.9pp | 67.9%+1.6pp |
| Annual return | -14.03% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,648 | $3,184-16.8% | $4,951-46.5% | $2,596+2.0% |
| Participant deferral / active EE | $5,480 | $3,384+61.9% | $5,637-2.8% | $4,027+36.1% |
| Admin fee / account holder | $1,525 | $5,755-73.5% | $14,673-89.6% | $5,403-71.8% |