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 | $188,165 | $64,707+190.8% | $112,228+67.7% | $68,494+174.7% |
| Participation rate | 63.1% | 67.2%-4.1pp | 75.1%-12.0pp | 67.9%-4.8pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,848 | $2,746-32.7% | $3,635-49.2% | $2,596-28.8% |
| Participant deferral / active EE | $2,867 | $3,565-19.6% | $4,728-39.4% | $4,027-28.8% |
| Admin fee / account holder | $4,520 | $5,232-13.6% | $6,410-29.5% | $5,403-16.3% |