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 | $27,880 | $71,883-61.2% | $86,677-67.8% | $68,494-59.3% |
| Participation rate | 60.5% | 72.2%-11.7pp | 76.6%-16.0pp | 67.9%-7.4pp |
| Annual return | -17.39% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,953 | $2,173-10.1% | $2,836-31.2% | $2,596-24.8% |
| Participant deferral / active EE | $4,334 | $3,779+14.7% | $4,656-6.9% | $4,027+7.6% |
| Admin fee / account holder | $1,062 | $6,112-82.6% | $7,493-85.8% | $5,403-80.3% |