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 | $59,219 | $77,813-23.9% | $123,544-52.1% | $64,186-7.7% |
| Participation rate | 68.9% | 74.7%-5.8pp | 82.3%-13.4pp | 69.6%-0.7pp |
| Annual return | -4.49% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,438 | $3,014-19.1% | $4,628-47.3% | $2,381+2.4% |
| Participant deferral / active EE | $3,966 | $5,240-24.3% | $6,426-38.3% | $3,470+14.3% |
| Admin fee / account holder | $2,074 | $5,519-62.4% | $9,284-77.7% | $4,888-57.6% |