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 | $38,705 | $73,867-47.6% | $143,757-73.1% | $68,494-43.5% |
| Participation rate | 45.3% | 66.7%-21.3pp | 80.3%-35.0pp | 67.9%-22.6pp |
| Annual return | -18.28% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,341 | $3,184-57.9% | $4,951-72.9% | $2,596-48.4% |
| Participant deferral / active EE | $2,864 | $3,384-15.4% | $5,637-49.2% | $4,027-28.9% |
| Admin fee / account holder | $1,622 | $5,755-71.8% | $14,673-88.9% | $5,403-70.0% |