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 4-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 | $32,301 | $64,707-50.1% | $112,228-71.2% | $68,494-52.8% |
| Participation rate | 64.4% | 67.2%-2.8pp | 75.1%-10.7pp | 67.9%-3.5pp |
| Annual return | -2.23% | -11.40%+9.2pp | 27.45%-29.7pp | -7.84%+5.6pp |
| Employer contribution / active EE | $2,343 | $2,746-14.7% | $3,635-35.5% | $2,596-9.7% |
| Participant deferral / active EE | $5,476 | $3,565+53.6% | $4,728+15.8% | $4,027+36.0% |
| Admin fee / account holder | $3,312 | $5,232-36.7% | $6,410-48.3% | $5,403-38.7% |