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 9-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 | $130,662 | $73,867+76.9% | $143,757-9.1% | $68,494+90.8% |
| Participation rate | 43.5% | 66.7%-23.2pp | 80.3%-36.8pp | 67.9%-24.4pp |
| Annual return | -18.62% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,423 | $3,184-55.3% | $4,951-71.3% | $2,596-45.2% |
| Participant deferral / active EE | $3,776 | $3,384+11.6% | $5,637-33.0% | $4,027-6.2% |
| Admin fee / account holder | $2,446 | $5,755-57.5% | $14,673-83.3% | $5,403-54.7% |