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 | $52,567 | $61,660-14.7% | $80,019-34.3% | $64,186-18.1% |
| Participation rate | 61.6% | 71.7%-10.0pp | 75.8%-14.2pp | 69.6%-7.9pp |
| Annual return | -6.59% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $885 | $1,810-51.1% | $2,468-64.1% | $2,381-62.8% |
| Participant deferral / active EE | $2,578 | $2,968-13.1% | $3,686-30.0% | $3,470-25.7% |
| Admin fee / account holder | $602 | $5,417-88.9% | $6,521-90.8% | $4,888-87.7% |