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 | $34,295 | $64,707-47.0% | $112,228-69.4% | $68,494-49.9% |
| Participation rate | 37.2% | 67.2%-29.9pp | 75.1%-37.9pp | 67.9%-30.7pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $907 | $2,746-67.0% | $3,635-75.0% | $2,596-65.1% |
| Participant deferral / active EE | $2,213 | $3,565-37.9% | $4,728-53.2% | $4,027-45.1% |
| Admin fee / account holder | $2,215 | $5,232-57.7% | $6,410-65.4% | $5,403-59.0% |