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 | $26,501 | $45,863-42.2% | $77,024-65.6% | $68,494-61.3% |
| Participation rate | 51.0% | 55.9%-4.9pp | 67.9%-16.9pp | 67.9%-16.9pp |
| Annual return | -18.78% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,014 | $1,650+22.1% | $2,812-28.4% | $2,596-22.4% |
| Participant deferral / active EE | $3,785 | $2,962+27.8% | $4,426-14.5% | $4,027-6.0% |
| Admin fee / account holder | $698 | $3,041-77.0% | $5,425-87.1% | $5,403-87.1% |