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 6-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 | $37,226 | $48,265-22.9% | $68,791-45.9% | $68,494-45.7% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | 9.32% | -12.71%+22.0pp | -6.38%+15.7pp | -7.84%+17.2pp |
| Employer contribution / active EE | $1,765 | $1,829-3.5% | $2,655-33.5% | $2,596-32.0% |
| Participant deferral / active EE | $4,170 | $2,867+45.5% | $3,941+5.8% | $4,027+3.5% |
| Admin fee / account holder | $865 | $4,355-80.1% | $4,932-82.5% | $5,403-84.0% |