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 7-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 | $25,522 | $64,119-60.2% | $112,228-77.3% | $66,914-61.9% |
| Participation rate | 68.9% | 68.5%+0.5pp | 75.1%-6.1pp | 69.8%-0.9pp |
| Annual return | -18.38% | -13.81%-4.6pp | 27.45%-45.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,060 | $3,005-31.5% | $3,635-43.3% | $2,544-19.1% |
| Participant deferral / active EE | $3,606 | $3,693-2.4% | $4,728-23.7% | $4,237-14.9% |
| Admin fee / account holder | $1,788 | $625+185.9% | $6,410-72.1% | $593+201.3% |