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 | $99,908 | $59,805+67.1% | $79,550+25.6% | $68,494+45.9% |
| Participation rate | 43.3% | 61.1%-17.7pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -12.77% | -12.30%-0.5pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,110 | $1,505-26.3% | $2,413-54.0% | $2,596-57.3% |
| Participant deferral / active EE | $3,983 | $3,024+31.7% | $3,9850% | $4,027-1.1% |
| Admin fee / account holder | $46,471 | $4,835+861.2% | $6,832+580.2% | $5,403+760.1% |