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 | $39,547 | $73,867-46.5% | $143,757-72.5% | $68,494-42.3% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -4.67% | 1.01%-5.7pp | -0.04%-4.6pp | -7.84%+3.2pp |
| Employer contribution / active EE | $566 | $3,184-82.2% | $4,951-88.6% | $2,596-78.2% |
| Participant deferral / active EE | $1,785 | $3,384-47.3% | $5,637-68.3% | $4,027-55.7% |
| Admin fee / account holder | $3,043 | $5,755-47.1% | $14,673-79.3% | $5,403-43.7% |