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 | $62,726 | $64,707-3.1% | $112,228-44.1% | $68,494-8.4% |
| Participation rate | 32.5% | 67.2%-34.7pp | 75.1%-42.6pp | 67.9%-35.4pp |
| Annual return | -15.83% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $916 | $2,746-66.6% | $3,635-74.8% | $2,596-64.7% |
| Participant deferral / active EE | $2,791 | $3,565-21.7% | $4,728-41.0% | $4,027-30.7% |
| Admin fee / account holder | $793 | $5,232-84.8% | $6,410-87.6% | $5,403-85.3% |