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 9-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 | $35,021 | $48,265-27.4% | $68,791-49.1% | $68,494-48.9% |
| Participation rate | 30.1% | 60.7%-30.6pp | 69.0%-38.9pp | 67.9%-37.8pp |
| Annual return | -0.75% | -12.71%+12.0pp | -6.38%+5.6pp | -7.84%+7.1pp |
| Employer contribution / active EE | $983 | $1,829-46.2% | $2,655-63.0% | $2,596-62.1% |
| Participant deferral / active EE | $1,669 | $2,867-41.8% | $3,941-57.6% | $4,027-58.6% |
| Admin fee / account holder | $3,385 | $4,355-22.3% | $4,932-31.4% | $5,403-37.4% |