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 | $19,398 | $69,010-71.9% | $159,960-87.9% | $68,494-71.7% |
| Participation rate | 58.7% | 65.4%-6.7pp | 78.0%-19.3pp | 67.9%-9.2pp |
| Annual return | -14.24% | -9.65%-4.6pp | 408.60%-422.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,207 | $2,213-0.3% | $4,226-47.8% | $2,596-15.0% |
| Participant deferral / active EE | $3,935 | $4,212-6.6% | $6,182-36.4% | $4,027-2.3% |
| Admin fee / account holder | $728 | $4,798-84.8% | $8,698-91.6% | $5,403-86.5% |