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 | $58,505 | $76,912-23.9% | $129,110-54.7% | $68,494-14.6% |
| Participation rate | 43.8% | 69.1%-25.4pp | 77.3%-33.5pp | 67.9%-24.1pp |
| Annual return | -1.59% | -9.78%+8.2pp | -10.94%+9.4pp | -7.84%+6.3pp |
| Employer contribution / active EE | $1,533 | $3,243-52.7% | $5,052-69.6% | $2,596-40.9% |
| Participant deferral / active EE | $2,574 | $4,732-45.6% | $6,542-60.7% | $4,027-36.1% |
| Admin fee / account holder | $494 | $6,638-92.6% | $14,302-96.5% | $5,403-90.9% |