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 7-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 | $45,844 | $81,900-44.0% | $119,609-61.7% | $68,494-33.1% |
| Participation rate | 67.1% | 71.9%-4.8pp | 79.3%-12.2pp | 67.9%-0.8pp |
| Annual return | -13.91% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,677 | $2,693-0.6% | $4,232-36.7% | $2,596+3.1% |
| Participant deferral / active EE | $3,085 | $4,148-25.6% | $5,602-44.9% | $4,027-23.4% |
| Admin fee / account holder | $1,461 | $6,582-77.8% | $10,323-85.8% | $5,403-73.0% |