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 | $47,379 | $71,883-34.1% | $86,677-45.3% | $68,494-30.8% |
| Participation rate | 68.6% | 72.2%-3.6pp | 76.6%-7.9pp | 67.9%+0.7pp |
| Annual return | -12.53% | 3.52%-16.1pp | 35.91%-48.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,461 | $2,173+13.3% | $2,836-13.2% | $2,596-5.2% |
| Participant deferral / active EE | $8,894 | $3,779+135.4% | $4,656+91.0% | $4,027+120.8% |
| Admin fee / account holder | $439 | $6,112-92.8% | $7,493-94.1% | $5,403-91.9% |